How big is Curata Partners, PLLC's plan?

Curata Partners, PLLC's plan reported $59K in assets and 8 participants for 2024.

Original filing (PDF)20250618104349NAL0003330880001

Curata Partners, PLLC

Name: Curata Partners, PLLC — Curata Partners, PLLC 401(k), Form 5500 (2024)
Creator: Curata Partners, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curata Partners, PLLC 401(k)

401(k) retirement plan · Curata Partners, PLLC's Curata Partners, PLLC 401(k) held $59K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Michael Haight signed Curata Partners, PLLC's 2024 Form 5500 as plan administrator.

Michael Haight — 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

Curata Partners, PLLC's EIN is 99-1770518.

EIN 99-1770518

Plan number 001

Plan year 2024

ACK ID 20250618104349NAL0003330880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curata Partners, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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