Elizabeth Curran signed Curran Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curran Group, Inc.'s EIN is 36-2848218.
Download the official 2024 Form 5500 (PDF) for Curran Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curran Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $233K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IA | NONE | $96K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | NONE | $34K | — |
| MATRIX TRUST COMPANY NA | 75-3182674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Index 2035 Fund | Mutual Funds | — | — | $25.4M | 11.2% | |
| Fidelity Index 2030 Fund | Mutual Funds | — | — | $20.9M | 9.2% | |
| Fidelity Index 2040 Fund | Mutual Funds | — | — | $20.2M | 8.9% | |
| Fidelity Index 2025 Fund | Mutual Funds | — | — | $19.5M | 8.6% | |
| Fidelity Index 2045 Fund | Mutual Funds | — | — | $15.1M | 6.7% | |
| Fidelity Large Cap 500 Index Fund | Common Collective Trusts | — | — | $14.8M | 6.5% | |
| T. Rowe Price Mutual Funds Blue Chip Growth Fund | Other securities | — | — | $13.4M | 5.9% | |
| Fidelity Index 2050 Fund | Mutual Funds | — | — | $13.0M | 5.8% | |
| Fidelity Index 2055 Fund | Mutual Funds | — | — | $11.7M | 5.2% | |
| GOLDMAN SACHS STABLE VALUE FUND THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166985 / PN 025 | Common Collective Trust | — | — | $10.6M | 4.7% | |
| Fidelity Index 2020 Fund | Mutual Funds | — | — | $8.8M | 3.9% | |
| Fidelity Index 2065 Fund | Mutual Funds | — | — | $6.5M | 2.9% | |
| Fidelity Index 2060 Fund | Mutual Funds | — | — | $6.4M | 2.8% | |
| PIMCO Large Cap RAE US Institutional Fund | Mutual Funds | — | — | $5.9M | 2.6% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $4.8M | 2.1% | |
| Dodge & Cox Mutual Funds Income Fund | Mutual Funds | — | — | $4.1M | 1.8% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $3.6M | 1.6% | |
| Prudential Investments Small Company Fund Z Class | Common Stocks | — | — | $3.5M | 1.6% | |
| Fidelity Mid Cap Extended Market Index Fund | Common Collective Trusts | — | — | $2.8M | 1.3% | |
| * Notes receivable from participants Interest rates from 3.25% to 8.50% | OTHER | — | — | $2.8M | 1.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.0M | 0.9% | |
| Fidelity Index 2010 Fund | Mutual Funds | — | — | $1.9M | 0.8% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $1.3M | 0.6% | |
| Fidelity Index 2015 Fund | Mutual Funds | — | — | $1.0M | 0.5% | |
| Fidelity Income Fund | Mutual Funds | — | — | $646K | 0.3% | |
| maturing through November 2039 * OneAmerica Cash | Cash / Money Market | — | — | $101K | <0.1% |
