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Original filing (PDF)20251007182255NAL0002646083001
CURATIVE CONNECTIONS, INC.
Form 5500
FILING_RECEIVED
CURATIVE CONNECTIONS, INC. 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
73% in single holdingNo recordkeeper disclosed
Active participants
149
Accounts w/ balance
185
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ASSOCIATED CORE BOND FUND (extraction pending)]" is 73% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURATIVE CONNECTIONS, INC..
Plan sponsor
Name
CURATIVE CONNECTIONS, INC.
EIN
39-0806435
Address
2900 CURRY LANE · P.O. BOX 8027 · GREEN BAY, WI · 54301
Phone
(920) 593-3512
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $48K | — |
Investments
1 direct security · 4 pooled funds· $503K(5% 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.
Common Collective Trust
$475K
4 holdings
Uncategorized
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $345K | 3.5% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $57K | 0.6% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $44K | 0.4% | |
| [DFE: ASSOCIATED CONSERVATIVE BALANCED LIFESTAGE FUND (extraction pending)] | — | — | — | $28K | 0.3% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $28K | 0.3% |
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