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Original filing (PDF)20250925132143NAL0010542035001
CURBELL, INC
Form 5500
FILING_RECEIVED
CURBELL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
544
Accounts w/ balance
601
Plan assets (EOY)
$77.1M
Net assets (EOY)
$77.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURBELL, INC.
Plan sponsor
Name
CURBELL, INC
EIN
16-0725141
Address
7 COBHAM DRIVE · ORCHARD PARK, NY · 14127
Phone
(716) 667-3377
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 82-3719843 | — | RECORDKEEPER | $84K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMIN | $10K | — |
Investments
21 direct securities · 1 pooled fund· $77.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$74.9M
21 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA Investment Dimensions Group Inc. DFA Global 60/40 Fund (807,394 shares) | — | — | $807K | $16.9M | 21.9% | |
| MFS Fund Distributors Inc. MFS Growth Allocation Fund (558,729 shares) | — | — | $559K | $13.6M | 17.7% | |
| DFA Investment Dimensions Group Inc. DFA Global Equity Fund (308,103 shares) | — | — | $308K | $10.5M | 13.6% | |
| MFS Fund Distributors Inc. MFS Aggressive Growth Allocation Fund (282,411 shares) | — | — | $282K | $8.6M | 11.1% | |
| MFS Fund Distributors Inc. MFS Moderate Allocation Fund (261,481 shares) | — | — | $261K | $5.1M | 6.6% | |
| Vanguard Target Retire 2030 Fund (108,145 shares) | — | — | $108K | $4.1M | 5.3% | |
| Vanguard 500 Index Admiral Fund (6,299 shares) | — | — | $6K | $3.4M | 4.4% | |
| Vanguard Target Retire 2025 Fund (154,130 shares) | — | — | $154K | $2.9M | 3.7% | |
| Vanguard Target Retire 2035 Fund (101,068 shares) | — | — | $101K | $2.4M | 3.1% | |
| GARTMORE MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $82K | $2.3M | 3.0% | |
| Vanguard Target Retire 2045 Fund (57,223 shares) | — | — | $57K | $1.7M | 2.2% | |
| MFS Fund Distributors Inc. MFS Conservative Allocation Fund (99,214 shares) | — | — | $99K | $1.6M | 2.1% | |
| Vanguard Total Bond Market Index Admiral (138,362 shares) | — | — | $138K | $1.3M | 1.7% | |
| Vanguard Target Retire 2040 Fund (23,968 shares) | — | — | $24K | $1.0M | 1.3% | |
| DFA Investment Dimensions Group Inc. DFA Global 25/75 Fund (38,986 shares) | — | — | $39K | $534K | 0.7% | |
| Vanguard Target Retire 2050 Fund (5,328 shares) | — | — | $5K | $266K | 0.3% | |
| Vanguard Target Retire 2060 Fund (5,130 shares) | — | — | $5K | $263K | 0.3% | |
| Vanguard Target Retire 2055 Fund (4,004 shares) | — | — | $4K | $223K | 0.3% | |
| Vanguard Target Retire Income Fund (14,440 shares) | — | — | $14K | $189K | 0.2% | |
| Vanguard Target Retire 2065 Fund (2,536 shares) | — | — | $3K | $85K | 0.1% | |
| Vanguard Target Retire 2020 Fund (2,483 shares) | — | — | $2K | $66K | <0.1% | |
| Participants Notes receivable from participants with interest rates ranging from 4.25% - 9.50% with various maturity dates | — | — | — | $46K | <0.1% |
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