How big is Curnes Financial Services LLC's plan?

Curnes Financial Services LLC's plan reported $322K in assets and 2 participants for 2025.

Original filing (PDF)20260417152618NAL0019456801001

Curnes Financial Services LLC

Name: Curnes Financial Services LLC — Curnes Financial, Form 5500 (2025)
Creator: Curnes Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curnes Financial Services LLC 401(k) Plan

Defined-contribution retirement plan · Curnes Financial Services LLC's Curnes Financial Services LLC 401(k) Plan held $322K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$322K

Net assets (EOY)

$322K

Plan identifiers

Curnes Financial Services LLC's EIN is 81-3262780.

EIN 81-3262780

Plan number 002

Plan year 2025

ACK ID 20260417152618NAL0019456801001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Curnes Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Curnes Financial Services LLC's plan includes profit-sharing.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CURNES FINANCIAL SERVICES LLC

EIN

all filings

Address

1313 STONEYCREEK LN · BRANSON WEST, MO · 65737

Phone

(417) 883-7776

Industry

Finance & Insurance

Plan administrator