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CURTIS HOMES LLC — CURTIS HOMES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250430171258NAL0003217328001
CURTIS HOMES LLC
Form 5500-SF
FILING_RECEIVED
CURTIS HOMES LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
121
Accounts w/ balance
29
Plan assets (EOY)
$411K
Net assets (EOY)
$411K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CURTIS HOMES LLC
.
Find decision makers
Plan sponsor
Name
CURTIS HOMES LLC
EIN
81-3469776
Address
2970 EAST STREET, SUITE 102 · ANDERSON, CA · 96007
Phone
(530) 364-2905
Industry
Health Care & Social Assistance
see 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
2025-04-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
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$411K · 14 participants
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GREAT EXPECTATIONS SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST
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PACIFIC COAST HEALTHCARE STAFF
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$410K · 6 participants
AVENUE MEDICAL EQUIPMENT, INC.
AVENUE MEDICAL EQUIPMENT, INC. DEFINED BENEFIT PLAN
$410K · 4 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DIAMONDS & PEARLS RESIDENTIAL CARE HOMES, INC.
DIAMONDS & PEARLS 403(B) PLAN
$410K · 5 participants
RUSSELL HEALTH INC
RUSSELL HEALTH 401(K) PLAN
$409K · 4 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
