How big is Curtis Strategy, LLC's plan?

Curtis Strategy, LLC's plan reported $323K in assets and 9 participants for 2025.

Original filing (PDF)20260428221338NAL0009842833038

Curtis Strategy, LLC

Name: Curtis Strategy, LLC — Curtis Strategy, LLC 401(k), Form 5500 (2025)
Creator: Curtis Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curtis Strategy, LLC 401(k) Plan

401(k) retirement plan · Curtis Strategy, LLC's Curtis Strategy, LLC 401(k) Plan held $323K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

Plan identifiers

Curtis Strategy, LLC's EIN is 30-0970667.

EIN 30-0970667

Plan number 001

Plan year 2025

ACK ID 20260428221338NAL0009842833038

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Curtis Strategy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Curtis Strategy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURTIS STRATEGY, LLC.

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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