Plan Snapshot
- Plan Sponsor: Curtis Industries, LLC
- Sponsor EIN: 204148259
- Sponsor Address: 70 HARTWELL ST., WEST BOYLSTON, MA, 01583
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 172
- Total Assets: $12.1M
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. |
|---|---|---|---|---|
| 2025 | 172 | $12.1M | $0 | $0 |
| 2024 | 141 | $11.0M | $158,385 | $610,723 |
| 2023 | 142 | $9.4M | $172,203 | $607,857 |
| 2022 | 148 | $7.5M | $168,148 | $603,377 |
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 |
|---|---|---|---|---|
| BOIVIN & ASSOCIATES, CPASS, PLLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,227,901 | — | — | — | — |
| 2024 | $5,220 | — | — | — | — |
| 2023 | $5,572 | — | — | — | — |
| 2022 | $7,894 | — | $7,894 | — | — |