How big is Curzio Research Inc.'s plan?

Curzio Research Inc.'s plan reported $710K in assets and 5 participants for 2024.

Original filing (PDF)20250717154059NAL0000797584001

Curzio Research Inc.

Name: Curzio Research Inc. — Curzio Research 401(k) Plan, Form 5500 (2024)
Creator: Curzio Research Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curzio Research 401(k) Plan

401(k) retirement plan · Curzio Research Inc.'s Curzio Research 401(k) Plan held $710K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

People on this filing

Marcus Bowie signed Curzio Research Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Curzio Research Inc.'s EIN is 83-3019751.

EIN 83-3019751

Plan number 001

Plan year 2024

ACK ID 20250717154059NAL0000797584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curzio Research Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curzio Research Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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