Howard Mirchin signed Curry Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curry Management Corporation's EIN is 20-2090375.
Download the official 2024 Form 5500 (PDF) for Curry Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curry Management Corporation's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA Freedom 2030 A Mutual fund | Other securities | — | — | $4.9M | 12.8% | |
| FA Freedom 2025 A Mutual fund | Other securities | — | — | $4.0M | 10.4% | |
| FA Freedom 2040 A Mutual fund | Other securities | — | — | $3.7M | 9.8% | |
| FA Freedom 2020 A Mutual fund | Other securities | — | — | $3.1M | 8.2% | |
| FA Freedom 2035 A Mutual fund | Other securities | — | — | $2.2M | 5.9% | |
| TRP Blue Chip Growth R Mutual fund | Other securities | — | — | $2.1M | 5.6% | |
| FA New Insights A Mutual fund | Other securities | — | — | $2.1M | 5.5% | |
| FA Freedom 2045 A Mutual fund | Other securities | — | — | $1.8M | 4.7% | |
| Fid Govt Mmkt Cash equivalent | Mutual Funds | — | — | $1.8M | 4.7% | |
| FA Freedom 2050 A Mutual fund | Other securities | — | — | $1.7M | 4.5% | |
| FID 500 Index Mutual fund | Common Collective Trusts | — | — | $1.5M | 3.9% | |
| FA Freedom 2055 A Mutual fund | Other securities | — | — | $1.3M | 3.3% | |
| MFS Conserv Alloc R3 Mutual fund ** 16 LD Abbett Dev Grth A Mutual fund | Mutual Funds | — | — | $1.0M | 2.7% | |
| FA Freedom 2060 A Mutual fund | Other securities | — | — | $745K | 1.9% | |
| Calamos Grth & Inc A Mutual fund | Common Stocks | — | — | $711K | 1.9% | |
| Notes receivable from participants Outstanding participant loans $- | Participant loans | — | — | $697K | 1.8% | |
| Blkrk Equity Div A Mutual fund | Other securities | — | — | $573K | 1.5% | |
| FA Freedom 2015 A Mutual fund | Other securities | — | — | $562K | 1.5% | |
| Victory S Estb Value A Mutual fund | Other securities | — | — | $523K | 1.4% | |
| Fkln Gold&Prc Mtl A Mutual fund | Other securities | — | — | $370K | 1.0% | |
| PIM Total Return A Mutual fund | Other securities | — | — | $190K | 0.5% | |
| FA Freedom Inc A Mutual Fund | Common Stocks | — | — | $189K | 0.5% | |
| Invs Develop Mkt A Mutual fund | Other securities | — | — | $182K | 0.5% | |
| CRLN E Mid Cap Gr A Mutual fund | Other securities | — | — | $182K | 0.5% | |
| AS SPL Sm Cap Val A Mutual fund | Other securities | — | — | $162K | 0.4% | |
| Fid Mid Cap Index Mutual fund | Mutual Funds | — | — | $161K | 0.4% | |
| Fid Intl Index Mutual fund | Mutual Funds | — | — | $158K | 0.4% | |
| FA Total Bond A Mutual fund | Other securities | — | — | $147K | 0.4% | |
| LZRD Intl Strat Eq O Mutual fund | Other securities | — | — | $143K | 0.4% | |
| Blkrk Hi Yd Bd Inv A Mutual fund | Other securities | — | — | $123K | 0.3% | |
| MFS Mid Cap Grth R3 Mutual fund | Mutual Funds | — | — | $108K | 0.3% | |
| FA Freedom 2070 A Mutual fund ** 360 PIMCO Emrg Mkts BD A Mutual fund | Mutual Funds | — | — | $95K | 0.2% | |
| FA Freedom 2010 A Mutual fund | Other securities | — | — | $84K | 0.2% | |
| Blkrk Nat Resource A Mutual fund | Other securities | — | — | $78K | 0.2% | |
| PIM Real Return A Mutual fund | Other securities | — | — | $77K | 0.2% | |
| MFS Growth Alloc R3 Mutual fund ** 19 * FA Small Cap A Mutual fund | Mutual Funds | — | — | $77K | 0.2% | |
| Invs GLB Re Inc A Mutual fund | Common Stocks | — | — | $73K | 0.2% | |
| MFS Mod Alloc R3 Mutual fund | Mutual Funds | — | — | $72K | 0.2% | |
| Fid Sm Cap Index Mutual fund | Mutual Funds | — | — | $69K | 0.2% | |
| FA Gov Income A Mutual fund | Other securities | — | — | $43K | 0.1% | |
| Invs Ms Mid CAP A Mutual fund | Other securities | — | — | $39K | 0.1% | |
| Ld Abt Fndmntl Eq A Mutual fund | Other securities | — | — | $35K | <0.1% | |
| BR Strat Glb BD A Mutual fund | Other securities | — | — | $33K | <0.1% | |
| MFS Utilities R3 Mutual fund | Mutual Funds | — | — | $25K | <0.1% | |
| Calv SH Dur Income A Mutual fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.