Allison Garside signed Curio Brands, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curio Brands, LLC's EIN is 20-8903834.
Download the official 2024 Form 5500 (PDF) for Curio Brands, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curio Brands, LLC'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 |
|---|---|---|---|---|---|
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG FINANCIAL PLANNING | — | CHICAGO, IL | FINANCIAL ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $2.7M | 27.6% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.9M | 20.1% | |
| Metlife Stable Value Solutions (40) | Stable Value | — | — | $1.4M | 14.8% | |
| GREAT GRAY CIT III FOR METLIFE GROU GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.4M | 14.8% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.3M | 13.0% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $729K | 7.5% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $583K | 6.0% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $426K | 4.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $284K | 2.9% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $138K | 1.4% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $119K | 1.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $101K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY, GRAY & GRAY | 04-2088368 | — | AUDITORS | $14K | — |
