L.n. Curtis & Sons 401(k) Plan: Login, Facts & Contact Information

L.n. Curtis & Sons 401(k) Plan Facts

Plan name
L.N. CURTIS & SONS 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
L.N. CURTIS & SONS
Participants
317 (296 active employees)
Former employees with a balance
22
Plan assets
$12,078,132 at Dec 31, 2024
Average account balance
$78,942 across 153 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $823,538 went into the plan in contributions.
  • $1.01 million was paid out to participants.
  • Investment and other income added $1.53 million.
  • Administrative expenses were $5,231, about $34 per account.

How the L.n. Curtis & Sons 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019233$9.71 million—$681,067
2020263$10.3 million$0$1.31 million
2021277$11.4 million$0$1.11 million
2022281$8.69 million—$1.65 million
2023294$10.7 million—$224,321
2024317$12.1 million—$1.01 million

L.n. Curtis & Sons 401(k) Contact Information

Phone
510-839-5111
Mailing address
185 LENNON LANE SUITE 110, WALNUT CREEK CA 94598
Plan sponsor
L.N. CURTIS & SONS
Employer identification number (EIN)
94-1214350
Plan number
002

Questions about the L.n. Curtis & Sons 401(k)

Does L.n. Curtis & Sons contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the L.n. Curtis & Sons 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the L.n. Curtis & Sons 401(k) plan?

317 participants at the start of plan year 2024, 296 of them active employees, and 22 former employees who still had money in the plan.

What is the average 401(k) balance at L.n. Curtis & Sons?

About $78,942 per account: $12.1 million in plan assets across 153 accounts with a balance at the end of plan year 2024.

Who manages the L.n. Curtis & Sons 401(k) accounts?

PENSION DYNAMICS COMPANY LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at L.n. Curtis & Sons. How do I access my 401(k)?

Your account stays with PENSION DYNAMICS COMPANY LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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