Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
CURNES FINANCIAL SERVICES LLC
EIN 81-3262780Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
5
1313 STONEYCREEK LN - BRANSON WEST, MO 65737417-883-7776
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CURNES FINANCIAL SERVICES LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CURNES FINANCIAL SERVICES LLC 401K PLAN
ProfitSharing
Assets$322K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CURNES FINANCIAL SERVICES LLC CASH BALANCE PLAN | CashBalance | $1.2M | 2 | 2025 | |
| 002 | CURNES FINANCIAL SERVICES LLC 401K PLAN | ProfitSharing | $322K | 3 | 2025 |
Retirement plans