Retirement plan

C.U.R.A., INC. PROFIT SHARING PLAN

Name: C.U.R.A., INC. - C.U.R.A., INC. PROFIT SHARING PLAN (2023) Form 5500
Creator: C.U.R.A., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.U.R.A., INC. PROFIT SHARING PLAN, C.U.R.A., INC.

C.U.R.A., INC.EIN 22-2034495Plan #001PY 2023

47 LINCOLN PARK - NEWARK, NJ 07102973-622-3570LinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.7M

-36.9% from 2022

Total participants

-33.7% from 2022

Average account balance

$25,737

-4.9% from 2022

Annual return

23.56%

+40.15 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$99K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$4K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

20.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$467

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+113.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$280

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$34340 / participant

Other / not subdivided$2M100.0%

% of EOY assets

96.479%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,737

$57,330-55.1%

$86,656-70.3%

$75,177-65.8%

Participation rate

100.0%

63.2%+36.8pp

71.7%+28.3pp

67.2%+32.8pp

Annual return

23.56%

2675.40%-2651.8pp

593.09%-569.5pp

160.75%-137.2pp

Employer contribution / active EE

$98

$2,316-95.8%

$3,025-96.8%

$2,671-96.3%

Participant deferral / active EE

$3,320-100.0%

$4,439-100.0%

$4,126-100.0%

Admin fee / account holder

$24,831

$4,115+503.4%

$5,619+341.9%

$5,651+339.4%

C.U.R.A., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.U.R.A., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion