Sponsor portfolio
CURLEE FINANCIAL, LLC
EIN 82-4904362Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$680K assets
Welfare
0
Participants
4
1804 BLOOMSBURY RD - GREENVILLE, NC 27858704-984-0524
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CURLEE FINANCIAL, LLC 401(K) PLAN | 401k | $680K | 4 | 2025 |
Retirement plans