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Original filing (PDF)20251014223534NAL0004997536001
CURRAN GROUP, INC.
Form 5500
FILING_RECEIVED
CURRAN GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,044
Accounts w/ balance
1,845
Plan assets (EOY)
$226.3M
Net assets (EOY)
$226.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Knocking points off
- 16 bps in Schedule C fees — 60% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURRAN GROUP, INC..
Plan sponsor
Name
CURRAN GROUP, INC.
EIN
36-2848218
Address
286 MEMORIAL COURT · CRYSTAL LAKE, IL · 60014
Phone
(815) 455-5100
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $233K | — |
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IA | NONE | $96K | — |
| CROWE LLP | 35-0921680 | — | NONE | $34K | — |
| MATRIX TRUST COMPANY NA | 75-3182674 | — | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $220.8M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$202.6M
23 holdings
Common Collective Trust
$10.6M
1 holding
Mutual Funds
$4.8M
1 holding
OTHER
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Index 2035 Fund | — | — | — | $25.4M | 11.2% | |
| Fidelity Index 2030 Fund | — | — | — | $20.9M | 9.2% | |
| Fidelity Index 2040 Fund | — | — | — | $20.2M | 8.9% | |
| Fidelity Index 2025 Fund | — | — | — | $19.5M | 8.6% | |
| Fidelity Index 2045 Fund | — | — | — | $15.1M | 6.7% | |
| Fidelity Large Cap 500 Index Fund | — | — | — | $14.8M | 6.5% | |
| T. Rowe Price Mutual Funds Blue Chip Growth Fund | — | — | — | $13.4M | 5.9% | |
| Fidelity Index 2050 Fund | — | — | — | $13.0M | 5.8% | |
| Fidelity Index 2055 Fund | — | — | — | $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 | — | — | — | $8.8M | 3.9% | |
| Fidelity Index 2065 Fund | — | — | — | $6.5M | 2.9% | |
| Fidelity Index 2060 Fund | — | — | — | $6.4M | 2.8% | |
| PIMCO Large Cap RAE US Institutional Fund | — | — | — | $5.9M | 2.6% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $4.8M | 2.1% | |
| Dodge & Cox Mutual Funds Income Fund | — | — | — | $4.1M | 1.8% | |
| Macquarie Small Cap Value R6 | — | — | — | $3.6M | 1.6% | |
| Prudential Investments Small Company Fund Z Class | — | — | — | $3.5M | 1.6% | |
| Fidelity Mid Cap Extended Market Index Fund | — | — | — | $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 | — | — | — | $2.0M | 0.9% | |
| Fidelity Index 2010 Fund | — | — | — | $1.9M | 0.8% | |
| Fidelity Global Ex US Index Fund | — | — | — | $1.3M | 0.6% | |
| Fidelity Index 2015 Fund | — | — | — | $1.0M | 0.5% | |
| Fidelity Income Fund | — | — | — | $646K | 0.3% | |
| maturing through November 2039 * OneAmerica Cash | — | — | — | $101K | <0.1% |