Plan Ledger DOL Form 5500 · updated monthly

Curious Plot, LLC401(k)

CURIOUS PLOT, LLC 401(K) PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Curious Plot, LLC reported $42,709 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $3,790 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.

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 Minnesota (1,375th of 1,918), and 8,441st of 11,654 in professional & technical services. In 2024, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,650,114
Participants with balances130
Active participants97
Employer contributions$367,634
Employee contributions$973,506
Employer contribution per active participant$3,790
Average account balance$66,539
Benefits paid to participants$377,449
Plan auditUnmodified (clean) audit opinion
AuditorOLSEN THIELEN CPAS AND ADVISORS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,709
Total administrative$42,709
The Curious Plot, LLC 401(k) match · 2024
Employer contribution per active participant$3,790
Median for plans this size$1,313

Curious Plot, LLC's 2024 employer contribution ran above the $1,313 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$25,554
ADP, INC. · Recordkeeping$17,153
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history1
2024$42,709 · 0.56%
Same employer
Similar plansProfessional & Technical Services · Minnesota
Taj Technologies, Inc. MN$9.5M · 0.56%
Global Overview LLC MN$8.6M · 0.02%
Doherty Consulting, Inc. MN$8.5M · 0.12%
Netgain Technology, LLC. MN$8.4M · 0.05%
Araz Group de, LLC MN$8.0M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473169988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.