Plan Ledger DOL Form 5500 · updated monthly

Curri Inc.401(k)

CURRI 401(K) PLAN · VENTURA, CA · plan year 2025

Reported admin expense ratio · 2025
0.68%

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

Curri Inc. reported $25,962 in plan administrative expenses for 2025: 0.68% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.47% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,109th of 9,483), and 9,924th of 11,654 in professional & technical services. active participation has grown from 101 to 152 since 2023.

Plan summary
Net assets, end of year$4,680,165
Participants with balances182
Active participants152
Employer contributions$0
Employee contributions$987,527
Employer contribution per active participant$0
Average account balance$25,715
Benefits paid to participants$175,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$4.7M · 182 accts
2024$3.0M · 140 accts
2023$1.8M · 119 accts · $473 emplr
Administrative expenses, itemized · 2025
Investment management$25,962
Total administrative$25,962
The Curri Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$1,464

Curri Inc.'s 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$25,962

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

Recordkeeper by year3
2025Human Interest
2024Human Interest
2023Human Interest

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$25,962 · 0.68%
2024$15,659 · 0.65%
2023$6,385 · 0.47%
Similar plansProfessional & Technical Services · California
Directive Consulting CA$4.7M · 0.48%
Healthypets Inc. CA$4.7M · 0.82%
Advertise Purple, Inc. CA$4.7M · 1.00%
Tata Elxsi LTD CA$4.7M · 0.47%
Vinfast Auto LLC CA$4.6M · 1.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822782589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.