Curriculum Associates 401(K) Plan — Form 5500 plan (Curriculum Associates, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Curriculum Associates 401(K) Plan is a benefit plan reported by Curriculum Associates, LLC under EIN 26-3954988 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,518 participants and $208,329,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curriculum Associates, LLC
EIN
26-3954988
Plan number
001
Plan type
2
Location
North Billerica, MA
Latest filing year
2023
Participants
2,518
End-of-year plan assets
$208,329,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,518H, C20240913153221NAL0017335008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$208,329,348
Total liabilities (EOY)
$0
Net assets (EOY)
$208,329,348
Net assets (BOY)
$154,408,928

Income & contributions

Employer contributions
$7,448,088
Participant contributions
$23,383,198
Total contributions
$33,972,764
Total income / additions
$65,480,603

Expenses & distributions

Benefits paid
$11,523,003
Administrative expenses
$27,073
Total expenses
$11,560,183
Net increase / (decrease)
$53,920,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,134$02023

Related Form 5500 pages