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Original filing (PDF)20251008171534NAL0006180465001
CURIA GLOBAL, INC.
Form 5500
FILING_RECEIVED
CURIA RLS UNION 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
113
Accounts w/ balance
128
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MASSMUTUAL STABLE VALUE DIV II GUARANTEED INVESTMENT ACCOUNT" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURIA GLOBAL, INC..
Plan sponsor
Name
CURIA GLOBAL, INC.
EIN
14-1742717
Address
24 CORPORATE CIRCLE · ALBANY, NY · 12203
Phone
(781) 491-4156
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $9K | — |
Investments
10 direct securities · 20 pooled funds· $12.7M(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.
Common Collective Trust
$8.3M
20 holdings
Uncategorized
$4.4M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL STABLE VALUE DIV II GUARANTEED INVESTMENT ACCOUNT | — | — | — | $3.7M | 28.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.3M | 17.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6M | 12.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $952K | 7.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $780K | 6.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $777K | 6.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $460K | 3.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $390K | 3.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS 4.25% - 9.50% - | — | — | — | $314K | 2.5% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $217K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $187K | 1.5% | |
| FIDELITY 500 INDEX FUND REGISTERED INVESTMENT COMPANY | — | — | — | $151K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $133K | 1.1% | |
| STATE ST GL ALL CP EQ EX US ID STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $108K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $107K | 0.8% | |
| NEUBERGER SM CAP GRWTH R6 REGISTERED INVESTMENT COMPANY | — | — | — | $98K | 0.8% | |
| MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $96K | 0.8% | |
| STATE ST SMMID CAP IDX CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $73K | 0.6% | |
| STATE STREET U.S. BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $68K | 0.5% | |
| U.S. TREASURY MONEY FUND REGISTERED INVESTMENT COMPANY | — | — | — | $66K | 0.5% | |
| PIMCO INCOME INSTL REGISTERED INVESTMENT COMPANY | — | — | — | $63K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $46K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $31K | 0.2% | |
| ALLSPRING SPECIAL MID CP VAL A REGISTERED INVESTMENT COMPANY | — | — | — | $28K | 0.2% | |
| BAIRD AGGREGATE BOND INST REGISTERED INVESTMENT COMPANY | — | — | — | $6K | <0.1% | |
| MFS VALUE FUND REGISTERED INVESTMENT COMPANY | — | — | — | $4K | <0.1% | |
| STATE STREET REAL ASSET NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $3K | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| AMERICAN CENT SUST EQUITY R6 REGISTERED INVESTMENT COMPANY | — | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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