How big is Curran Financial Partners, LLC's plan?

Curran Financial Partners, LLC's plan reported $937K in assets and 20 participants for 2024.

Original filing (PDF)20250702131221NAL0019860656001

Curran Financial Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Curran Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Curran Financial Partners, LLC's Curran Financial Partners, LLC 401(k) Plan held $937K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

Plan identifiers

Curran Financial Partners, LLC's EIN is 47-4861638.

EIN 47-4861638

Plan number 001

Plan year 2024

ACK ID 20250702131221NAL0019860656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Curran Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, 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 CURRAN FINANCIAL PARTNERS, LLC.

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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