Plan Ledger DOL Form 5500 · updated monthly

Curbline Trs LLC401(k)

CURBLINE 401(K) PLAN AND TRUST · BEACHWOOD, OH · plan year 2024

Employer contribution per participant · 2024
$3,698

Curbline Trs LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $60,607,965 across 395 participant accounts, with employer contributions averaging $3,698 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 560th-largest of 3,295 plans among Ohio employers on file, and the 234th of 2,096 in real estate & leasing. In 2024, employees put in $3.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,607,965
Participants with balances395
Active participants209
Employer contributions$772,957
Employee contributions$2,712,990
Employer contribution per active participant$3,698
Average account balance$153,438
Benefits paid to participants$7,459,842
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Audit (IQPA)$12,722
Total administrative-$24,653
The Curbline Trs LLC 401(k) match · 2024
Employer contribution per active participant$3,698
Median for plans this size$3,635

Curbline Trs LLC's 2024 employer contribution ran above 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.

Service providers · 20242
M. HOLDINGS SECURITIES, INC · Consulting$12,722
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Similar plansReal Estate & Leasing · Ohio
Howard Hanna Smythe Cramer OH$63.1M · 0.27%
Site Centers Corp. OH$56.7M · 0.07%
Nrp Investments LLC OH$43.4M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 991129616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.