Curate Partners Llc 401 K Profit Sharing Plan Trust
Sponsored by Curate Partners Llc · EIN 465538719 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 83
- With balances
- 203
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 |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $25,252 |
| Mayflower Financial Advisors Llc | Investment advisory (plan) | $21,707 |
| The Angell Pension Group Inc | Contract administrator | $10,097 |