Clayton Lamkin signed Curium US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curium US LLC's EIN is 47-2088928.
Download the official 2024 Form 5500 (PDF) for Curium US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curium US LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $129K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Premium | Common Collective Trusts | — | — | $9.8M | 11.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $7.6M | 9.0% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $6.1M | 7.2% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $6.1M | 7.2% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $6.0M | 7.1% | |
| Fidelity Extended Market Index Premium | Mutual Funds | — | — | $5.6M | 6.6% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $5.2M | 6.1% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $5.1M | 6.0% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $4.4M | 5.1% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $4.2M | 5.0% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $4.1M | 4.8% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $4.0M | 4.7% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $3.7M | 4.4% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $3.5M | 4.1% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.6M | 1.9% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $1.5M | 1.8% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.4M | 1.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard Inflation Protection Secs Adm | Mutual Funds | — | — | $1.2M | 1.5% | |
| Participant Notes Receivable | Other securities | — | — | $1.2M | 1.4% | |
| PIMCO Short-Term Fund; Institutional | Mutual Funds | — | — | $877K | 1.0% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $337K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
