Plan Ledger DOL Form 5500 · updated monthly

C.A. Curtze Company401(k)

C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN · ERIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

C.A. Curtze Company reported $34,479 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $919 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.06% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,003rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,094th of 4,246 in wholesale trade. In 2024, employees put in $5.41 for every $1.00 the employer contributed; active participation has grown from 370 to 483 since 2022.

Plan summary
Net assets, end of year$37,733,447
Participants with balances619
Active participants483
Employer contributions$443,999
Employee contributions$2,400,250
Employer contribution per active participant$919
Average account balance$60,959
Benefits paid to participants$4,104,072
Plan auditUnmodified (clean) audit opinion
AuditorMCGILL, POWER, BELL & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$37.7M · 619 accts · $444K emplr
2023$33.7M · 550 accts · $384K emplr
2022$25.8M · 456 accts · $304K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,154
Investment management$18,325
Total administrative$34,479
The C.A. Curtze Company 401(k) match · 2024
Employer contribution per active participant$919
Median for plans this size$2,416
2024$919 per active participant
2023$816 per active participant
2022$822 per active participant

C.A. Curtze Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,325
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,154

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$34,479 · 0.10%
2023$24,542 · 0.08%
2022$17,541 · 0.06%
Same employer
Similar plansWholesale Trade · Pennsylvania
Koa Speer Electronics, Inc. PA$40.1M · 0.02%
Triad Metals PA$38.0M
Rs Integrated Supply US PA$33.1M · 0.14%
Century Kitchens, Inc. PA$32.6M · 0.21%
Victrex USA, Inc. PA$31.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250925399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.