Plan Ledger DOL Form 5500 · updated monthly

Curtis Corp401(k)

WERNER AUTO TEAM 401(K) PLAN · ROSWELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Curtis Corp reported $19,090 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $650 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 0.36% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Georgia (1,908th of 2,160), and 4,588th of 5,215 in retail trade. In 2024, employees put in $5.74 for every $1.00 the employer contributed; active participation has grown from 173 to 207 since 2022.

Plan summary
Net assets, end of year$2,258,144
Participants with balances170
Active participants207
Employer contributions$134,564
Employee contributions$772,928
Employer contribution per active participant$650
Average account balance$13,283
Benefits paid to participants$509,242
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS MAZAR
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 170 accts · $135K emplr
2023$1.6M · 210 accts · $166K emplr
2022$757K · 171 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,976
Investment management$1,610
Total administrative$19,090
The Curtis Corp 401(k) match · 2024
Employer contribution per active participant$650
Median for plans this size$1,313
2024$650 per active participant
2023$863 per active participant
2022$527 per active participant

Curtis Corp's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NATIONAL AUTOMOBILE DEALERS$2,146
EMPOWER ADVISORY GROUP, LLC · Investment management$1,610
CAPFINANCIAL PARTNERS LLC DBA$358
NORTHEAST RETIREMENT SERVICES, INC. · Contract administrator$224

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$19,090 · 0.98%
2023$11,653 · 0.98%
2022$2,748 · 0.36%
Similar plansRetail Trade · Georgia
Carey Paul, Inc. GA$2.5M · 0.47%
Cronic, Inc. GA$2.5M · 0.30%
Crews Enterprises, Inc GA$2.4M · 0.18%
Jacky W. Jones Ford, Inc. GA$2.1M · 0.99%
Gas Express, LLC GA$1.8M · 3.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470719397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.