How big is Curate Partners LLC's plan?

Curate Partners LLC's plan reported $4.6M in assets and 83 participants for 2024.

Original filing (PDF)20250930104953NAL0012149857001

Curate Partners LLC

Name: Curate Partners LLC — Curate Partners LLC 401 K, Form 5500 (2024)
Creator: Curate Partners LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Curate Partners LLC 401 K Profit Sharing Plan Trust

401(k) retirement plan · Curate Partners LLC's Curate Partners LLC 401 K Profit Sharing Plan Trust held $4.6M in plan assets for 83 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 2

Late participant contributions~123 bps in Sched C fees

Active participants

Accounts w/ balance

203

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Curate Partners LLC's EIN is 46-5538719.

EIN 46-5538719

Plan number 001

Plan year 2024

ACK ID 20250930104953NAL0012149857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curate Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curate Partners LLC's plan includes a default investment (QDIA), a 401(k) feature, automatic enrollment, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURATE PARTNERS LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 21K (2% of contributions).
Total administrative cost in the bottom quartile of peers (21st percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CURATE PARTNERS LLC

EIN

all filings

Address

300 UNICORN PARK DRIVE, FLOOR 1 · WOBURN, MA · 01801

Phone

(617) 600-4902

Industry

Other Services (ex. Public Admin)

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

2025-09-30

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2G · Total participant-directed accounts

2E · Profit-sharing

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAYFLOWER FINANCIAL ADVISORS LLC	—	BOSTON, MA	INVESTMENT ADVISOR	$22K	—

Investments

27 direct securities· $4.6M(100% of reported assets)

Mutual Funds

$4.4M

22 holdings

Common Collective Trusts

$183K

1 holding

Other securities

$78K

4 holdings

					% of plan
S * American Funds 2040 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$725K	15.6%
American Funds 2035 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$656K	14.1%
American Funds 2045 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$600K	12.9%
American Funds 2030 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$572K	12.3%
American Funds 2060 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$513K	11.1%
American Funds 2055 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$401K	8.6%
American Funds 2050 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$347K	7.5%
American Funds 2025 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$214K	4.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$183K	4.0%
American Funds 2020 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$72K	1.5%
American Funds 2065 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$68K	1.5%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$40K	0.9%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$35K	0.8%
MFS Growth R6 Mutual Fund	Mutual Funds	—	—	$34K	0.7%
American Beacon Small Cap Value R6 Mutual Fund	Other securities	—	—	$29K	0.6%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$23K	0.5%
Jhancock Disciplined Value Mid Cap R6 Mutual Fund	Other securities	—	—	$21K	0.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$20K	0.4%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$19K	0.4%
AB Small Cap Growth Z Mutual Fund	Other securities	—	—	$19K	0.4%
MFS Intl Diversification Mutual Fund	Mutual Funds	—	—	$19K	0.4%
American Funds 2015 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$11K	0.2%
and maturity dates through * NOTES RECEIVABLE FROM PARTICIPANTS December 2025	Other securities	—	—	$9K	0.2%
DFA Real Estate Securities Mutual Fund	Mutual Funds	—	—	$5K	0.1%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Pimco Income Instl Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
American Funds US Govt Money Market R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%