Original filing (PDF)20240405114843NAL0029154162001

CURASSET CAPITAL MANAGEMENT LL

Name: CURASSET CAPITAL MANAGEMENT LL — CURASSET CAPITAL MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CURASSET CAPITAL MANAGEMENT LL

Form 5500-SF

FILING_RECEIVED

CURASSET CAPITAL MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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