Plan Ledger DOL Form 5500 · updated monthly

Curative Connections, Inc.401(k)

CURATIVE CONNECTIONS, INC. 401K RETIREMENT SAVINGS PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Curative Connections, Inc. reported $48,175 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $1,237 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 3 years on file its reported administrative ratio has held roughly steady near 0.527%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,282nd of 1,936), and 8,037th of 11,654 in professional & technical services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,858,090
Participants with balances185
Active participants149
Employer contributions$184,343
Employee contributions$321,391
Employer contribution per active participant$1,237
Average account balance$53,287
Benefits paid to participants$236,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 185 accts · $184K emplr
2023$8.4M · 192 accts · $184K emplr
2022$7.2M · 186 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,772
Investment management$43,403
Total administrative$48,175
The Curative Connections, Inc. 401(k) match · 2024
Employer contribution per active participant$1,237
Median for plans this size$1,313
2024$1,237 per active participant
2023$1,040 per active participant
2022$890 per active participant

Curative Connections, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$48,176

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$48,175 · 0.53%
2023$40,348 · 0.52%
2022$41,948 · 0.53%
Similar plansProfessional & Technical Services · Wisconsin
Nesnah Ventures LLC WI$11.3M · 0.41%
C3 Corporation WI$10.2M · 0.62%
Symphony Corporation WI$9.8M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390806435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.