Curi 401(K) Plan — Form 5500 plan (Curi Management Company, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Curi 401(K) Plan is a benefit plan reported by Curi Management Company, LLC under EIN 88-1195406 and plan number 003. The latest loaded filing year is 2023. The filing reports 291 participants and $59,729,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curi Management Company, LLC
- EIN
- 88-1195406
- Plan number
- 003
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $59,729,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241014080825NAL0025695601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,729,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,729,252
- Net assets (BOY)
- $47,983,483
Income & contributions
- Employer contributions
- $4,057,477
- Participant contributions
- $2,412,835
- Total contributions
- $7,430,478
- Total income / additions
- $16,669,552
Expenses & distributions
- Benefits paid
- $4,869,728
- Administrative expenses
- $39,902
- Total expenses
- $4,923,783
- Net increase / (decrease)
- $11,745,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,687 | $0 | 2023 |
| Gilliam Bell Moser, Llp | TPA | $6,917 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,298 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Curi Management Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Fidelity Investments Institutional — Schedule C compensation
- Gilliam Bell Moser, Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Great-West Life & Annuity Company — Schedule C compensation