# Curtis Corp 401(k) Plan
Source: https://planprovider.pro/companies/curtis-corp-401k-plan

> Curtis Corp's 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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