Plan Ledger DOL Form 5500 · updated monthly

Curtis Industries, LLC401(k)

CURTIS INDUSTRIES, LLC RETIREMENT PLAN · WEST BOYLSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Curtis Industries, LLC reported $5,220 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,123 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 0.10% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,818th of 2,726), and 8,371st of 13,661 in manufacturing. In 2024, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,981,213
Participants with balances125
Active participants141
Employer contributions$158,385
Employee contributions$610,723
Employer contribution per active participant$1,123
Average account balance$87,850
Benefits paid to participants$632,240
Plan auditUnmodified (clean) audit opinion
AuditorBOIVIN & ASSOCIATES, CPASS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 125 accts · $158K emplr
2023$9.4M · 129 accts · $172K emplr
2022$7.5M · 134 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,180
Total administrative$5,220
The Curtis Industries, LLC 401(k) match · 2024
Employer contribution per active participant$1,123
Median for plans this size$2,416
2024$1,123 per active participant
2023$1,213 per active participant
2022$1,136 per active participant

Curtis Industries, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,180

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$5,220 · 0.05%
2023$5,572 · 0.07%
2022$7,894 · 0.10%
Same employer
Similar plansManufacturing · Massachusetts
Anokiwave, Inc. MA$11.2M · 0.06%
Sound Seal, Inc. MA$11.1M · 0.34%
Vulcanforms Inc. MA$11.0M · 0.04%
Matouk Textile Works, Inc. MA$10.9M · 0.46%
Bomco, Inc. MA$10.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204148259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.