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Original filing (PDF)20250922153026NAL0002212611001
CURRY COLLEGE
Form 5500
FILING_RECEIVED
CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
669
Accounts w/ balance
899
Plan assets (EOY)
$144.1M
Net assets (EOY)
$144.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURRY COLLEGE.
Plan sponsor
Name
CURRY COLLEGE
EIN
04-2199867
Address
1071 BLUE HILL AVENUE · SUITE 203 · MILTON, MA · 021862302
Phone
(617) 333-2302
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN (CLA)
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTINE M MENARD | — | DOUGLAS, MA | BROKER/DEALER | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDERS | $64K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | SERVICE PROVIDER | $37K | — |
| THE ANGELL PENSION GROUP INC. | 04-2530412 | — | SERVICE PROVIDER | $16K | — |
Investments
44 direct securities · 2 pooled funds· $176.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$174.5M
44 holdings
Pooled Separate Account
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contract Insurance Company General Account | — | — | — | $26.8M | 18.6% | |
| Similar Party Par or Maturity Value Cost ** Value * TIAA Traditional Non Benefit Responsive Fixed annuity contracts | — | — | — | $22.4M | 15.6% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $16.7M | 11.6% | |
| CREF Stock R2 Registered investment co. | — | — | — | $15.7M | 10.9% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $9.0M | 6.2% | |
| Fidelity Freedom 2030 Fund Mutual fund | — | — | — | $5.7M | 4.0% | |
| CREF Growth R2 Registered investment co. | — | — | — | $5.4M | 3.8% | |
| VY TRwPr Cap Apprec Port Ins Registered Investment Company | — | — | — | $5.0M | 3.5% | |
| VY TRowePrice Captl Apprec Pt Inst Mutual fund | — | — | — | $5.0M | 3.5% | |
| CREF Global Equities R2 Registered investment co. | — | — | — | $5.0M | 3.4% | |
| Fidelity Freedom 2025 Fund Mutual fund | — | — | — | $4.9M | 3.4% | |
| CREF Equity Index R2 Registered investment co. | — | — | — | $4.7M | 3.3% | |
| TIAA Traditional Benefit Responsive Fixed annuity contracts | — | — | — | $4.4M | 3.1% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $4.2M | 2.9% | |
| Fidelity Freedom 2045 Fund Mutual fund | — | — | — | $2.9M | 2.0% | |
| Fidelity Freedom 2020 Fund Mutual fund | — | — | — | $2.9M | 2.0% | |
| CREF Social Choice R2 Registered investment co. | — | — | — | $2.8M | 2.0% | |
| Fidelity Mid Cap Idx Fd Mutual fund | — | — | — | $2.7M | 1.9% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $2.6M | 1.8% | |
| Vangrd FTSE Social Ind Fd Adm Mutual fund | — | — | — | $2.5M | 1.8% | |
| CREF Core Bond R2 Registered investment co. | — | — | — | $2.1M | 1.5% | |
| JPMorgan LgCp Grw Fnd R4 Mutual fund | — | — | — | $2.0M | 1.4% | |
| Fidelity Sm Cp Ind Fd Mutual fund | — | — | — | $1.7M | 1.2% | |
| PIMCO Income Fund Adm Mutual fund | — | — | — | $1.6M | 1.1% | |
| Fidelity Freedom 2015 Fund Mutual fund | — | — | — | $1.5M | 1.1% | |
| Voya Fixed Plus Account III Investment contract | — | — | — | $1.5M | 1.0% | |
| MFS Intl Eqty Fnd R6 Registered Investment Company | — | — | — | $1.5M | 1.0% | |
| Fid US Bd Id Fd Mutual fund | — | — | — | $1.4M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1.4M | 1.0% | |
| Fidelity Intl Index Fnd Mutual fund | — | — | — | $1.1M | 0.8% | |
| CREF Inflation-Linked Bond R2 Registered investment co. | — | — | — | $1.0M | 0.7% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $1.0M | 0.7% | |
| CREF Money Market R2 Registered Investment Company | — | — | — | $910K | 0.6% | |
| Fidelity Adv Total Bond Fund Inst Mutual fund | — | — | — | $882K | 0.6% | |
| Fidelity Freedom Income Fund Mutual fund | — | — | — | $881K | 0.6% | |
| PGIM High Yield Fund Z Mutual fund | — | — | — | $858K | 0.6% | |
| American Funds New World Fund R4 Mutual fund | — | — | — | $609K | 0.4% | |
| AmCen Small Cap Value Fund R6 Mutual fund | — | — | — | $587K | 0.4% | |
| Fidelity Freedom 2060 Fund Mutual fund | — | — | — | $454K | 0.3% | |
| Cohen&Steers Real Est S Fd Z Mutual fund | — | — | — | $384K | 0.3% | |
| Putnam Lrg Cp Val Fd - Cl A Mutual fund | — | — | — | $342K | 0.2% | |
| Participant loans Interest rate at 4.25% to 9.50% - | — | — | — | $280K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $276K | 0.2% | |
| Janus Hndr Triton Fd T Mutual fund | — | — | — | $276K | 0.2% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $41K | <0.1% | |
| MAP SEPARATE ACCOUNT D VOYA INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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