L.N. CURTIS & SONS 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 185 LENNON LANE,,WALNUT CREEK,CA
  • Contact person: DIEDRE MAHANEY FOR CBIZ RIS
  • Phone: (510) 839-5111

Plan General Information

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is $10,744,062.00.This plan was established in 2000.

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is 294

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is $36,544.00

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is $2,591.00.

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is 23.58%.

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is 16.45%. This measures the effectiveness of the plan participants' investments in the year.

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of L.N. CURTIS & SONS 401(K) RETIREMENT PLAN is 0.02%.

Enrollment Features

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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