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Original filing (PDF)20250911162310NAL0000344883001
CURION, LLC
Form 5500
FILING_RECEIVED
CURION, LLC 401(K) PLAN
401(k) retirement plan
Active participants
296
Accounts w/ balance
193
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURION, LLC.
Plan sponsor
Name
CURION, LLC
EIN
81-4020364
Address
111 DEER LAKE, SUITE #120 · DEERFIELD, IL · 60015
Phone
(800) 291-1907
Industry
Professional & Technical Servicessee all
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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
Investments
42 direct securities · 1 pooled fund· $25.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.6M
42 holdings
Pooled Separate Account
$12.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK POOLED ACCOUNT JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $12.6M | 99.9% | |
| similar party par, or maturity value * 500 Index Fund Mutual Fund | — | — | — | $1.8M | 14.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $1.6M | 12.6% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $1.4M | 10.8% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $1.2M | 9.4% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $1.1M | 8.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $1.0M | 8.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $991K | 7.9% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $684K | 5.4% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $320K | 2.5% | |
| T. Rowe Price Retirement 2055 Mutual Fund | — | — | — | $312K | 2.5% | |
| Blue Chip Growth Fund Mutual Fund | — | — | — | $263K | 2.1% | |
| Mid Cap Index Fund Mutual Fund | — | — | — | $208K | 1.6% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $200K | 1.6% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $172K | 1.4% | |
| John Hancock Disciplined Value Fund Mutual Fund | — | — | — | $166K | 1.3% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $157K | 1.2% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $150K | 1.2% | |
| T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $125K | 1.0% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $93K | 0.7% | |
| TIAA-CREF Small-Cap Blend Index Fund Mutual Fund | — | — | — | $84K | 0.7% | |
| International Equity Index Fund Mutual Fund | — | — | — | $74K | 0.6% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $67K | 0.5% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $61K | 0.5% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $58K | 0.5% | |
| Harbor Mid Cap Value Fund Mutual Fund | — | — | — | $43K | 0.3% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $37K | 0.3% | |
| AB Global Bond Fund Mutual Fund | — | — | — | $34K | 0.3% | |
| PGIM Jennison Mid Cap Growth Fund Mutual Fund | — | — | — | $33K | 0.3% | |
| Invesco Oppenheimer International Growth Fund Mutual Fund | — | — | — | $30K | 0.2% | |
| America Funds Capital World Growth and Income Fund Mutual Fund | — | — | — | $27K | 0.2% | |
| American Funds New World Fund Mutual Fund | — | — | — | $22K | 0.2% | |
| Participant Loans Interest rates of 5.25% to 10.50%, maturing from 2025 to 2029 | — | — | — | $18K | 0.1% | |
| Reliance MetLife Stable Value Fund Common Collective Trust | — | — | — | $18K | 0.1% | |
| DFA US Targeted Value Fund Mutual Fund | — | — | — | $15K | 0.1% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| DFA International Value Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $7K | <0.1% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Federated Hermes Institutional High Yield Bond Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| DFA Inflation - Protected Securities Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $2K | <0.1% |
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