Plan Ledger DOL Form 5500 · updated monthly

Curtis Instruments, Inc.401(k)

CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN · MOUNT KISCO, NY · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Curtis Instruments, Inc. reported $198,755 in plan administrative expenses for 2023: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,734 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 1 year on file its reported administrative ratio fell from 0.25% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 847th-largest of 5,648 plans among New York employers on file, and the 2,007th of 13,661 in manufacturing. In 2023, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$92,350,155
Participants with balances311
Active participants218
Employer contributions$1,468,022
Employee contributions$3,122,466
Employer contribution per active participant$6,734
Average account balance$296,946
Benefits paid to participants$8,194,123
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$92.4M · 311 accts · $1.5M emplr
2022$79.2M · 300 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,678
Investment management$149,942
Audit (IQPA)$9,135
Total administrative$198,755
The Curtis Instruments, Inc. 401(k) match · 2023
Employer contribution per active participant$6,734
Median for plans this size$3,659
2023$6,734 per active participant
2022$5,992 per active participant

Curtis Instruments, Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ADVISORY GROUP, LLC · Investment management$96,577
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$53,365
COHNREZNICK LLP · Accounting / audit$9,135

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

Administrative cost history2
2023$198,755 · 0.23%
2022$202,327 · 0.25%
All plans at this employer2
CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN401(k)
CURTIS INSTRUMENTS (PUERTO RICO), INC. 401(K) RETIREMENT PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 131933394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.