Original filing (PDF)20250828182239NAL0010704529001

CURTIS ALLEN DESIGNS, LLC

Name: CURTIS ALLEN DESIGNS, LLC — CURTIS ALLEN DESIGNS, LLC 401K PLAN, Form 5500 (2024)
Creator: CURTIS ALLEN DESIGNS, LLC

Form 5500-SF

FILING_RECEIVED

CURTIS ALLEN DESIGNS, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CURTIS ALLEN DESIGNS, LLC

EIN

45-3710932all filings

Address

1919 COURTNEY DRIVE, SUITE 2 · FT. MEYERS, FL · 33901

Phone

(239) 418-0011

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

FUSE, INC.

FUSE, INC. 401(K) PLAN

$428K · 7 participants

LOOP LIGHTING LLC

LOOP LIGHTING LLC 401(K) PROFIT SHARING PLAN & TRUST

$429K · 7 participants

DV BEAUTY, INC.

DV BEAUTY, INC. 401(K) PLAN

$429K · 39 participants

TRUESPACE

TRUESPACE 401(K) PLAN

$429K · 5 participants

ALEXANDER DB INC.

ALEXANDER DB INC. 401(K) PROFIT SHARING PLAN

$429K · 9 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.