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Original filing (PDF)20250902105258NAL0024338992001
CURRICULUM ASSOCIATES, LLC
Form 5500
FILING_RECEIVED
CURRICULUM ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
2,445
Accounts w/ balance
2,494
Plan assets (EOY)
$263.7M
Net assets (EOY)
$263.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURRICULUM ASSOCIATES, LLC.
Plan sponsor
Name
CURRICULUM ASSOCIATES, LLC
EIN
26-3954988
Address
153 RANGEWAY RD · NORTH BILLERICA, MA · 01862
Phone
(978) 667-8000
Industry
Information / Tech / Mediasee 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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Investments
31 direct securities· $260.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Premium Fund " | — | — | — | $29.1M | 11.0% | |
| Fidelity Freedom Index 2045 Premium Fund " | — | — | — | $28.0M | 10.6% | |
| Fidelity 500 Index Premium Fund " | — | — | — | $25.6M | 9.7% | |
| Fidelity Freedom Index 2035 Premium Fund " | — | — | — | $24.0M | 9.1% | |
| Fidelity Freedom Index 2050 Premium Fund " | — | — | — | $23.8M | 9.0% | |
| Fidelity Total Market Index Fund " | — | — | — | $19.6M | 7.4% | |
| Fidelity Freedom Index 2055 Premium Fund " | — | — | — | $17.5M | 6.7% | |
| Fidelity Freedom Index 2030 Premium Fund " | — | — | — | $13.8M | 5.2% | |
| NYLI Winslow Large Cap Growth Fund Institutional Shares " | — | — | — | $11.8M | 4.5% | |
| Fidelity Freedom Index 2060 Premium Fund " | — | — | — | $9.4M | 3.6% | |
| Fidelity Freedom Index 2025 Premium Fund " | — | — | — | $8.5M | 3.2% | |
| Vanguard Total Intl Stock Index Admiral " | — | — | — | $7.0M | 2.7% | |
| T. Rowe Price Small-Cap Stock Fund " | — | — | — | $6.6M | 2.5% | |
| Putnam Large Cap Value Fund Y " | — | — | — | $4.6M | 1.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $4.6M | 1.7% | |
| Allspring Special Mid Cap Value Fund - Class R6 " | — | — | — | $3.9M | 1.5% | |
| Fidelity Freedom Index 2020 Premium Fund " | — | — | — | $3.7M | 1.4% | |
| Fidelity Government Money Market Fund " | — | — | — | $3.6M | 1.4% | |
| PIMCO Total Return Fund Institutional Class Mutual fund | — | — | — | $3.2M | 1.2% | |
| Fidelity International Capital Appreciation Fund " | — | — | — | $3.1M | 1.2% | |
| Cohen & Steers Institutional Realty Shares " | — | — | — | $1.8M | 0.7% | |
| Fidelity Freedom Index 2065 Premium Fund " | — | — | — | $1.3M | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares " | — | — | — | $1.3M | 0.5% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $1.0M | 0.4% | |
| Fidelity Intermediate Treasury Bond Index Fund " | — | — | — | $882K | 0.3% | |
| Allspring Special Small Cap Value Fund - Class R6 " | — | — | — | $853K | 0.3% | |
| Invesco EQV International Equity Fund R5 " | — | — | — | $740K | 0.3% | |
| Fidelity Freedom Index Income Premium Fund " | — | — | — | $458K | 0.2% | |
| Fidelity Freedom Index 2015 Premium Fund " | — | — | — | $448K | 0.2% | |
| Brokeragelink Self-directed brokerage account | — | — | — | $182K | <0.1% | |
| Fidelity Freedom Index 2010 Premium Fund " | — | — | — | $70K | <0.1% |
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