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Original filing (PDF)20250926124936NAL0013790226001
CURTIS, CURTIS & BRELINSKI, P.C.
Form 5500-SF
FILING_RECEIVED
CURTIS, CURTIS & BRELINSKI, P.C. MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIS, CURTIS & BRELINSKI, P.C..
Plan sponsor
Name
CURTIS, CURTIS & BRELINSKI, P.C.
DBA
120W MICHIGAN AVE
EIN
38-1956016
Address
PO BOX 766 · SUITE 1500 · JACKSON, MI · 492040766
Phone
(517) 787-9481
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-09-26
Pension benefit codes
2C · Money purchase (other than target benefit)
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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