Stable plan record

CURTIS ADVISORY GROUP, LLC 401(K) PLAN

Sponsored by CURTIS ADVISORY GROUP, LLC · EIN/PN 900512439-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,097
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$1,155,809
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260626123757NAL00165760660013$2,097
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.