How big is Curtis and Curtis, LLC's plan?

Curtis and Curtis, LLC's plan reported $331K in assets and 23 participants for 2025.

Original filing (PDF)20260519181000NAL0001196129001

Curtis and Curtis, LLC

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

Form 5500-SF

FILING_RECEIVED

Curtis and Curtis, LLC 401(k) Plan

401(k) retirement plan · Curtis and Curtis, LLC's Curtis and Curtis, LLC 401(k) Plan held $331K in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

Plan identifiers

Curtis and Curtis, LLC's EIN is 82-3824820.

EIN 82-3824820

Plan number 001

Plan year 2025

ACK ID 20260519181000NAL0001196129001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Curtis and Curtis, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Curtis and Curtis, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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