Plan Ledger DOL Form 5500 · updated monthly

Curi Management Company, LLC401(k)

CURI 401(K) PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Curi Management Company, LLC reported $35,155 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $18,240 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 1 year on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 304th-largest of 2,005 plans among North Carolina employers on file, and the 1,353rd of 4,798 in finance & insurance. In 2024, the employer put in $1.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$66,314,618
Participants with balances305
Active participants207
Employer contributions$3,775,595
Employee contributions$2,353,589
Employer contribution per active participant$18,240
Average account balance$217,425
Benefits paid to participants$9,004,978
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON LAMBERT
Plan history2
Yearassets · accounts · employer contribution
2024$66.3M · 305 accts · $3.8M emplr
2023$59.7M · 297 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,344
Investment management$4,811
Total administrative$35,155
The Curi Management Company, LLC 401(k) match · 2024
Employer contribution per active participant$18,240
Median for plans this size$3,635
2024$18,240 per active participant
2023$16,561 per active participant

Curi Management Company, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,344
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$4,811

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

Administrative cost history2
2024$35,155 · 0.06%
2023$39,902 · 0.07%
Same employer
Similar plansFinance & Insurance · North Carolina
The Fidelity Bank NC$60.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881195406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.