# Curt G. Joa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/curt-g-joa-inc-401k-plan

> Curt G. Joa, INC.'s 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Curt G. Joa, INC.

- **Sponsor EIN:** 390376520

- **Sponsor Address:** 100 CROCKER AVE, SHEBOYGAN FALLS, WI, 53085

- **Plan Type:** 401(k)

- **Total Participants:** 266

- **Total Assets:** $83.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|266|$83.3M|$2.4M|$2.0M|

| 2023|246|$76.9M|$790,686|$2.0M|

| 2022|264|$69.6M|$1.0M|$1.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$102,797|$78,000|—|—|—|

| 2023|$214,584|$92,920|—|—|—|

| 2022|$144,286|—|$843|—|—|

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