Curbell, Inc.'s EIN is 16-0725141.
Download the official 2024 Form 5500 (PDF) for Curbell, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curbell, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 82-3719843 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMIN | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA Investment Dimensions Group Inc. DFA Global 60/40 Fund (807,394 shares) | Mutual Funds | — | $807K | $16.9M | 21.9% | |
| MFS Fund Distributors Inc. MFS Growth Allocation Fund (558,729 shares) | Mutual Funds | — | $559K | $13.6M | 17.7% | |
| DFA Investment Dimensions Group Inc. DFA Global Equity Fund (308,103 shares) | Mutual Funds | — | $308K | $10.5M | 13.6% | |
| MFS Fund Distributors Inc. MFS Aggressive Growth Allocation Fund (282,411 shares) | Mutual Funds | — | $282K | $8.6M | 11.1% | |
| MFS Fund Distributors Inc. MFS Moderate Allocation Fund (261,481 shares) | Mutual Funds | — | $261K | $5.1M | 6.6% | |
| Vanguard Target Retire 2030 Fund (108,145 shares) | Mutual Funds | — | $108K | $4.1M | 5.3% | |
| Vanguard 500 Index Admiral Fund (6,299 shares) | Common Collective Trusts | — | $6K | $3.4M | 4.4% | |
| Vanguard Target Retire 2025 Fund (154,130 shares) | Mutual Funds | — | $154K | $2.9M | 3.7% | |
| Vanguard Target Retire 2035 Fund (101,068 shares) | Mutual Funds | — | $101K | $2.4M | 3.1% | |
| GARTMORE MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $82K | $2.3M | 3.0% | |
| Vanguard Target Retire 2045 Fund (57,223 shares) | Mutual Funds | — | $57K | $1.7M | 2.2% | |
| MFS Fund Distributors Inc. MFS Conservative Allocation Fund (99,214 shares) | Mutual Funds | — | $99K | $1.6M | 2.1% | |
| Vanguard Total Bond Market Index Admiral (138,362 shares) | Mutual Funds | — | $138K | $1.3M | 1.7% | |
| Vanguard Target Retire 2040 Fund (23,968 shares) | Mutual Funds | — | $24K | $1.0M | 1.3% | |
| DFA Investment Dimensions Group Inc. DFA Global 25/75 Fund (38,986 shares) | Mutual Funds | — | $39K | $534K | 0.7% | |
| Vanguard Target Retire 2050 Fund (5,328 shares) | Mutual Funds | — | $5K | $266K | 0.3% | |
| Vanguard Target Retire 2060 Fund (5,130 shares) | Mutual Funds | — | $5K | $263K | 0.3% | |
| Vanguard Target Retire 2055 Fund (4,004 shares) | Mutual Funds | — | $4K | $223K | 0.3% | |
| Vanguard Target Retire Income Fund (14,440 shares) | Mutual Funds | — | $14K | $189K | 0.2% | |
| Vanguard Target Retire 2065 Fund (2,536 shares) | Mutual Funds | — | $3K | $85K | 0.1% | |
| Vanguard Target Retire 2020 Fund (2,483 shares) | Mutual Funds | — | $2K | $66K | <0.1% | |
| Participants Notes receivable from participants with interest rates ranging from 4.25% - 9.50% with various maturity dates | Bonds / Notes | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
