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Original filing (PDF)20251006112942NAL0003335889001
CURO HEALTH SERVICES, LLC
Form 5500
FILING_RECEIVED
GENTIVA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
16,247
Accounts w/ balance
8,585
Plan assets (EOY)
$301.1M
Net assets (EOY)
$301.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 17 bps in Schedule C fees — 72% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURO HEALTH SERVICES, LLC.
Plan sponsor
Name
CURO HEALTH SERVICES, LLC
EIN
32-0307955
Address
3350 RIVERWOOD PARKWAY · SUITE 1400 · ATLANTA, GA · 30339
Phone
(678) 449-0475
Industry
Health Care & Social Assistancesee 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2X · Other multiple-employer DC plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $408K | — |
| MMA SECURITIES | — | NEW YORK, NY | NONE | $105K | — |
| FORVIS MAZARS, LLP | — | KANSAS CITY, MO | NONE | $6K | — |
Investments
25 direct securities · 19 pooled funds· $500.4M(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.
Uncategorized
$259.2M
25 holdings
Common Collective Trust
$229.3M
18 holdings
Pooled Separate Account
$12.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retire 2035 TR B Common Collective Trust | — | — | — | $35.7M | 11.9% | |
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $35.7M | 11.9% | |
| T Rowe Price Retire 2040 TR B Common Collective Trust | — | — | — | $34.9M | 11.6% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $34.9M | 11.6% | |
| T Rowe Price Retire 2030 TR B Common Collective Trust | — | — | — | $28.8M | 9.6% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $28.8M | 9.6% | |
| T Rowe Price Retire 2045 TR B Common Collective Trust | — | — | — | $28.4M | 9.4% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $28.4M | 9.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $24.9M | 8.3% | |
| T Rowe Price Retire 2050 TR B Common Collective Trust | — | — | — | $22.6M | 7.5% | |
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $22.6M | 7.5% | |
| T Rowe Price Retire 2025 TR B Common Collective Trust | — | — | — | $18.6M | 6.2% | |
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $18.6M | 6.2% | |
| T Rowe Price Retire 2055 TR B Common Collective Trust | — | — | — | $14.3M | 4.7% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $14.3M | 4.7% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $12.9M | 4.3% | |
| MASS MUTUAL SAGIC CORE BOND MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 182 | Pooled Separate Account | — | — | $12.0M | 4.0% | |
| T Rowe Price Retire 2020 TR B Common Collective Trust | — | — | — | $9.7M | 3.2% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $9.7M | 3.2% | |
| T Rowe Price Large-Cap Value I CL Mutual Fund | — | — | — | $8.1M | 2.7% | |
| T Rowe Price Retire 2060 TR B Common Collective Trust | — | — | — | $7.2M | 2.4% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $7.2M | 2.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $6.2M | 2.0% | |
| T Rowe Price Overseas Stock I Mutual Fund | — | — | — | $6.0M | 2.0% | |
| Allspring Spe Small Cap Value A Mutual Fund | — | — | — | $3.4M | 1.1% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $3.3M | 1.1% | |
| Baird Core Plus Bond Inst Mutual Fund | — | — | — | $3.1M | 1.0% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $2.6M | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $2.5M | 0.8% | |
| T Rowe Price Retire 2015 TR B Common Collective Trust | — | — | — | $2.1M | 0.7% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.9M | 0.6% | |
| T Rowe Price Retire 2065 TR B Common Collective Trust | — | — | — | $1.3M | 0.4% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| BLACKROCK MSCI ACWI EX US IN R GREAT GRAY TRUST COMPANY, LLC · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $808K | 0.3% | |
| American New World R6 Mutual Fund | — | — | — | $775K | 0.3% | |
| T Rowe Price Retire 2010 TR B Common Collective Trust | — | — | — | $628K | 0.2% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $628K | 0.2% | |
| Pioneer Strategic Income K Mutual Fund | — | — | — | $511K | 0.2% | |
| T Rowe Price Retire 2005 TR B Common Collective Trust | — | — | — | $480K | 0.2% | |
| TRP RETIREMENT BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $480K | 0.2% | |
| Principal Div Real Asset Instl Mutual Fund | — | — | — | $385K | 0.1% | |
| Vanguard Fed Money Market Fund Money Market Fund | — | — | — | $157K | <0.1% |