Curbline 401(k) Plan And Trust
Sponsored by Curbline Trs Llc · EIN 991129616 · Plan #001
- Total assets
- $60.6M
- Net assets
- $60.6M
- Active participants
- 209
- With balances
- 395
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 |
|---|---|---|
| M. Holdings Securities, Inc | Consulting (general) | $12,722 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$37,375 |