Original filing (PDF)20250722113137NAL0001182659001

CURNES FINANCIAL SERVICES LLC

Name: CURNES FINANCIAL SERVICES LLC — CURNES FINANCIAL SERVICES LLC 401K PLAN, Form 5500 (2024)
Creator: CURNES FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

CURNES FINANCIAL SERVICES LLC 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CURNES FINANCIAL SERVICES LLC

EIN

81-3262780

Address

1313 STONEYCREEK LN · BRANSON WEST, MO · 65737

Phone

(417) 883-7776

Industry