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CURTIS STRATEGY, LLC

EIN 30-0970667-management consulting-Latest filing 2025
Plans
1
Retirement
1
$323K assets
Welfare
0
Participants
11
18 DALE STREET, UNIT 8D - ANDOVER, MA 01810617-283-8914curtisstrategy.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filing
#001401k-$323K - 11 part

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Retirement#001

CURTIS STRATEGY, LLC 401(K) PLAN

401k

Assets$323K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS STRATEGY, LLC 401(K) PLAN401k$323K112025
Retirement plans
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