How big is Curbstone Financial Management Corp.'s plan?

Curbstone Financial Management Corp.'s plan reported $4.2M in assets and 8 participants for 2024.

Original filing (PDF)20250715141005NAL0001373347001

Curbstone Financial Management Corp.

Name: Curbstone Financial Management Corp. — Curbstone, Form 5500 (2024)
Creator: Curbstone Financial Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curbstone Financial Management Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Curbstone Financial Management Corp.'s Curbstone Financial Management Corporation 401(k) Profit Sharing Plan held $4.2M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Curbstone Financial Management Corp.'s EIN is 02-0367417.

EIN 02-0367417

Plan number 001

Plan year 2024

ACK ID 20250715141005NAL0001373347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curbstone Financial Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curbstone Financial Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURBSTONE FINANCIAL MANAGEMENT CORP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score