How big is Curtis Financial Services LLC's plan?

Curtis Financial Services LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250625115506NAL0018796370001

Curtis Financial Services LLC

Name: Curtis Financial Services LLC — Curtis Financial, Form 5500 (2024)
Creator: Curtis Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curtis Financial Services LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Curtis Financial Services LLC's Curtis Financial Services LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Michael Curtis signed Curtis Financial Services LLC's 2024 Form 5500 as plan administrator.

Michael Curtis — 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

Curtis Financial Services LLC's EIN is 84-1898650.

EIN 84-1898650

Plan number 001

Plan year 2024

ACK ID 20250625115506NAL0018796370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curtis Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curtis Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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