Plan Ledger DOL Form 5500 · updated monthly

Curbell, Inc401(k)

CURBELL, INC. 401(K) PLAN · ORCHARD PARK, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Curbell, Inc reported $73,131 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,203 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 fell from 0.14% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 978th-largest of 5,648 plans among New York employers on file, and the 2,297th of 13,661 in manufacturing. In 2024, employees put in $2.72 for every $1.00 the employer contributed; active participation has grown from 487 to 544 since 2022.

Plan summary
Net assets, end of year$77,135,865
Participants with balances601
Active participants544
Employer contributions$1,198,173
Employee contributions$3,263,157
Employer contribution per active participant$2,203
Average account balance$128,346
Benefits paid to participants$5,884,320
Plan auditUnmodified (clean) audit opinion
AuditorDOPKINS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$77.1M · 601 accts · $1.2M emplr
2023$69.9M · 615 accts · $1.2M emplr
2022$60.4M · 554 accts · $892K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,926
Total administrative$73,131
The Curbell, Inc 401(k) match · 2024
Employer contribution per active participant$2,203
Median for plans this size$3,635
2024$2,203 per active participant
2023$2,245 per active participant
2022$1,833 per active participant

Curbell, Inc's 2024 employer contribution ran below the $3,635 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 · 20242
ASCENSUS, LLC · Recordkeeping$83,886
THE ANGELL PENSION GROUP, INC · Contract administrator · Recordkeeping$10,215

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

Recordkeeper by year2
2024Ascensus, THE ANGELL PENSION GROUP, INC
2023Newport (Ascensus), THE ANGELL PENSION GROUP, INC

This plan has changed recordkeepers within these filings. If you left Curbell, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$73,131 · 0.10%
2023$72,294 · 0.11%
2022$89,302 · 0.14%
Same employer
Similar plansManufacturing · New York
Tessy Plastics Corp NY$85.1M · 0.24%
Cutco Cutlery Corporation NY$82.7M · 0.16%
Medical Depot, Inc. NY$77.6M · 0.20%
Loar Group Inc. NY$76.2M · 0.19%
Mohawk Fine Papers Inc. NY$76.1M · 0.09%
Steuben Foods, Inc. NY$75.4M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160725141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.