Curio Brands, Llc 401(k) Plan
Sponsored by Curio Brands, Llc · EIN 208903834 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 114
- With balances
- 148
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Long & Associates Llc CRD 123517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Correll Co | Recordkeeping, Participant loan processing, Participant communication | $17,898 |
| Gray, Gray & Gray | Accounting | $14,000 |
| Long Financial Planning | Investment advisory (plan), Investment management, Other fees | $7,000 |