How big is Curtis R. Ward, P.C.'s plan?

Curtis R. Ward, P.C.'s plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250711122027NAL0004664019001

Curtis R. Ward, P.C.

Name: Curtis R. Ward, P.C. — Curtis R. Ward, P.C. 401(k), Form 5500 (2024)
Creator: Curtis R. Ward, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curtis R. Ward, P.C. 401(k) Retirement Plan

401(k) retirement plan · Curtis R. Ward, P.C.'s Curtis R. Ward, P.C. 401(k) Retirement Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Curtis R. Ward, P.C.'s EIN is 87-0535450.

EIN 87-0535450

Plan number 001

Plan year 2024

ACK ID 20250711122027NAL0004664019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curtis R. Ward, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curtis R. Ward, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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