Plan Snapshot
- Plan Sponsor: Curtis Squire, INC.
- Sponsor EIN: 410661668
- Sponsor Address: 7777 GOLDEN TRIANGLE DRIVE, EDEN PRAIRIE, MN, 55344
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $11.1M
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. |
|---|---|---|---|---|
| 2024 | 189 | $11.1M | $1,222 | $1.0M |
| 2023 | 478 | $14.9M | $414,414 | $1.2M |
| 2022 | 319 | $12.3M | $183,838 | $1.2M |
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 |
|---|---|---|---|---|
| BOYUM & BARENSCHEER, PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER, PLLP — 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 | $108,191 | $35,573 | — | — | — |
| 2023 | $90,217 | $31,469 | — | — | — |
| 2022 | $86,342 | $31,273 | — | — | — |