How big is CURO Wealth Management's plan?

CURO Wealth Management's plan reported $988K in assets and 3 participants for 2024.

Original filing (PDF)20250521142715NAL0003004592001

CURO Wealth Management

Name: CURO Wealth Management — CURO Wealth Management, Form 5500 (2024)
Creator: CURO Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CURO Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · CURO Wealth Management's CURO Wealth Management 401(k) Profit Sharing Plan held $988K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

People on this filing

Marianna Goldenberg signed CURO Wealth Management's 2024 Form 5500 as plan administrator.

Marianna Goldenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CURO Wealth Management's EIN is 46-5764139.

EIN 46-5764139

Plan number 001

Plan year 2024

ACK ID 20250521142715NAL0003004592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CURO Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CURO Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURO WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CURO WEALTH MANAGEMENT

EIN

all filings

Address

1705 NEWTOWN-LANGHORNE RD SUITE 1 · LANGHORNE, PA · 19047

Phone

(215) 486-8350

Industry

Finance & Insurance

Plan administrator