Plan Snapshot
- Plan Sponsor: Curtis Corp
- Sponsor EIN: 470719397
- Sponsor Address: 200 MANSELL COURT EAST STE 510, ROSWELL, GA, 30076
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $2.3M
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 | 207 | $2.3M | $134,564 | $772,928 |
| 2023 | 192 | $1.6M | $165,631 | $798,667 |
| 2022 | 173 | $756,783 | $91,164 | $643,867 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $14,752 | — | $14,752 |
| FORVIS MAZAR | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,752
- Estimated Expense Ratio: 0.653% of plan assets
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 | $19,090 | $1,610 | $224 | — | — |
| 2023 | $11,653 | $793 | — | — | — |
| 2022 | $2,748 | — | $2,748 | — | — |