Plan Ledger DOL Form 5500 · updated monthly

Curriculum Associates, LLC401(k)

CURRICULUM ASSOCIATES 401(K) PLAN · NORTH BILLERICA, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Curriculum Associates, LLC reported $45,812 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,484 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 0.024% to 0.019%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 205th-largest of 2,726 plans among Massachusetts employers on file, and the 152nd of 2,199 in information & media. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has grown from 2,122 to 2,445 since 2022.

Plan summary
Net assets, end of year$263,741,958
Participants with balances2,494
Active participants2,445
Employer contributions$8,519,552
Employee contributions$26,079,201
Employer contribution per active participant$3,484
Average account balance$105,751
Benefits paid to participants$15,391,159
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$263.7M · 2,494 accts · $8.5M emplr
2023$208.3M · 2,329 accts · $7.4M emplr
2022$154.4M · 2,180 accts · $8.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,733
Investment management$20,079
Total administrative$45,812
The Curriculum Associates, LLC 401(k) match · 2024
Employer contribution per active participant$3,484
Median for plans this size$3,635
2024$3,484 per active participant
2023$3,294 per active participant
2022$3,851 per active participant

Curriculum Associates, LLC'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,883
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,079

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

Administrative cost history3
2024$45,812 · 0.02%
2023$27,073 · 0.01%
2022$35,406 · 0.02%
Same employer
Similar plansInformation & Media · Massachusetts
Tripadvisor LLC MA$350.5M · 0.05%
Dynatrace LLC MA$252.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263954988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.