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Original filing (PDF)20251016140546NAL0006389185001
CURINOS, INC.
Form 5500
FILING_RECEIVED
CURINOS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
386
Accounts w/ balance
508
Plan assets (EOY)
$73.2M
Net assets (EOY)
$73.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURINOS, INC..
Plan sponsor
Name
CURINOS, INC.
EIN
37-1715000
Address
485 LEXINGTON AVENUE · 20TH FL. · NEW YORK, NY · 10017
Phone
(212) 419-2515
Industry
Professional & Technical Servicessee 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
2025-10-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FRENDAL, BROWN & WEISSMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
33 direct securities · 1 pooled fund· $73.8M(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
$73.3M
33 holdings
Common Collective Trust
$491K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Fund Mutual Fund | — | — | — | $12.6M | 17.2% | |
| Spartan 500 Index Fund - Fidelity Advantage Class Mutual Fund | — | — | — | $11.5M | 15.7% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $5.8M | 8.0% | |
| Vanguard Information Technology Index Fund Mutual Fund | — | — | — | $4.8M | 6.6% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $4.7M | 6.4% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $3.7M | 5.0% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $3.6M | 4.9% | |
| Fidelity Mid-Cap Stock K6 Fund Mutual Fund | — | — | — | $3.5M | 4.8% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $3.1M | 4.3% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $2.2M | 3.0% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $2.1M | 2.8% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $1.8M | 2.4% | |
| Fidelity Balanced K6 Fund Mutual Fund | — | — | — | $1.6M | 2.2% | |
| Fidelity Intermediate Bond Fund Mutual Fund | — | — | — | $1.5M | 2.0% | |
| JPMorgan U.S. Small Company Fund Class R4 Mutual Fund | — | — | — | $1.4M | 1.9% | |
| Artisan International Fund Investor Class Mutual Fund | — | — | — | $1.3M | 1.8% | |
| JPMorgan U.S. Value Fund Class R6 Mutual Fund | — | — | — | $1.2M | 1.7% | |
| Fidelity Worldwide Fund Mutual Fund | — | — | — | $1.2M | 1.7% | |
| Fidelity Overseas Fund Class K Mutual Fund | — | — | — | $802K | 1.1% | |
| Fidelity Equity-Income K6 Fund Mutual Fund | — | — | — | $749K | 1.0% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $596K | 0.8% | |
| Neuberger Berman High Income Bond Fund Class A Mutual Fund | — | — | — | $543K | 0.7% | |
| Fidelity Managed Income Portfolio Class 1 Common Collective Trust | — | — | — | $522K | 0.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $491K | 0.7% | |
| through 2029 0 | — | — | — | $421K | 0.6% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $367K | 0.5% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $362K | 0.5% | |
| Alger Mid Cap Growth Institutional Fund Class I Mutual Fund | — | — | — | $358K | 0.5% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $352K | 0.5% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $237K | 0.3% | |
| PGIM Jennison Mid-Cap Growth Fund Class R6 Mutual Fund | — | — | — | $232K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $65K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $2K | <0.1% |
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