Curtis Squire, Inc. Retirement Savings Plan
Sponsored by Curtis Squire, Inc. · EIN 410661668 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 189
- With balances
- 222
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $72,618 |
| Bank Of America | Investment advisory (plan), Consulting (general), Insurance services | $35,573 |