How big is Curley & Co., LLC's plan?

Curley & Co., LLC's plan reported $119K in assets and 1 participants for 2022.

Original filing (PDF)20230630085654NAL0008720353001

Curley & Co., LLC

Name: Curley & Co., LLC — Curley & Co., LLC 401(k) Plan, Form 5500 (2022)
Creator: Curley & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curley & Co., LLC 401(k) Plan

401(k) retirement plan · Curley & Co., LLC's Curley & Co., LLC 401(k) Plan held $119K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Shannon Curley signed Curley & Co., LLC's 2022 Form 5500 as plan administrator.

Shannon Curley — 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

Curley & Co., LLC's EIN is 84-3235364.

EIN 84-3235364

Plan number 001

Plan year 2022

ACK ID 20230630085654NAL0008720353001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Curley & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Curley & Co., LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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