Curtis,Bailey,Exelby&Sposito PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Curtis,Bailey,Exelby&Sposito PC
  • Sponsor EIN: 381988006
  • Sponsor Address: 2008 HOGBACK RD, ANN ARBOR, MI, 48105
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $3.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$3.0M$23,964$49,433
20235$2.8M$36,564$50,473
20224$2.4M$51,010$58,139

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