Original filing (PDF)20250417220535NAL0002891728088

CURTIS W. WARE, LLC

Name: CURTIS W. WARE, LLC — CURTIS W. WARE 401(K) PLAN, Form 5500 (2024)
Creator: CURTIS W. WARE, LLC

Form 5500-SF

FILING_RECEIVED

CURTIS W. WARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

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 W. WARE, LLC.

Plan sponsor

Name

CURTIS W. WARE, LLC

EIN

83-0753259all filings

Address

3355 CLARK RD · SUITE 103 · SARASOTA, FL · 34242

Phone

(941) 587-9122

Industry

Real Estatesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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