How big is Curion, LLC's plan?

Curion, LLC's plan reported $12.6M in assets and 296 participants for 2024.

Original filing (PDF)20250911162310NAL0000344883001

Curion, LLC

Name: Curion, LLC — Curion, LLC 401(k) Plan, Form 5500 (2024)
Creator: Curion, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Curion, LLC 401(k) Plan

401(k) retirement plan · Curion, LLC's Curion, LLC 401(k) Plan held $12.6M in plan assets for 296 participants in 2024, with John Hancock as recordkeeper.

Active participants

296

Accounts w/ balance

193

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

Rohan Dhimar signed Curion, LLC's 2024 Form 5500 as plan administrator.

Rohan Dhimar — 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

Curion, LLC's EIN is 81-4020364.

EIN 81-4020364

Plan number 001

Plan year 2024

ACK ID 20250911162310NAL0000344883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

CURION, LLC

EIN

all filings

Address

111 DEER LAKE, SUITE #120 · DEERFIELD, IL · 60015

Phone

(800) 291-1907

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$3K	—

Investments

41 direct securities · 1 pooled fund· $23.3M(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.

Pooled Separate Account

$12.6M

1 holding

Mutual Funds

$9.1M

22 holdings

Other securities

$1.3M

13 holdings

Common Collective Trusts

$370K

4 holdings

Bonds / Notes

$18K

1 holding

Stable Value

$18K

1 holding

					% of plan
JOHN HANCOCK POOLED ACCOUNT JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$12.6M	99.9%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$1.6M	12.6%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$1.4M	10.8%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$1.2M	9.4%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$1.1M	8.5%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$1.0M	8.3%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$991K	7.9%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$684K	5.4%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$320K	2.5%
T. Rowe Price Retirement 2055 Mutual Fund	Other securities	—	—	$312K	2.5%
Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$263K	2.1%
Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$208K	1.6%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$200K	1.6%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$172K	1.4%
John Hancock Disciplined Value Fund Mutual Fund	Other securities	—	—	$166K	1.3%
American Funds 2065 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$157K	1.2%
T. Rowe Price Retirement 2060 Mutual Fund	Other securities	—	—	$150K	1.2%
T. Rowe Price Retirement 2065 Mutual Fund	Other securities	—	—	$125K	1.0%
T. Rowe Price Retirement 2040 Mutual Fund	Other securities	—	—	$93K	0.7%
TIAA-CREF Small-Cap Blend Index Fund Mutual Fund	Common Collective Trusts	—	—	$84K	0.7%
International Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$74K	0.6%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$67K	0.5%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$61K	0.5%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$58K	0.5%
Harbor Mid Cap Value Fund Mutual Fund	Other securities	—	—	$43K	0.3%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$37K	0.3%
AB Global Bond Fund Mutual Fund	Other securities	—	—	$34K	0.3%
PGIM Jennison Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$33K	0.3%
Invesco Oppenheimer International Growth Fund Mutual Fund	Mutual Funds	—	—	$30K	0.2%
America Funds Capital World Growth and Income Fund Mutual Fund	Other securities	—	—	$27K	0.2%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$22K	0.2%
Participant Loans Interest rates of 5.25% to 10.50%, maturing from 2025 to 2029	Bonds / Notes	—	—	$18K	0.1%
Reliance MetLife Stable Value Fund Common Collective Trust	Stable Value	—	—	$18K	0.1%
DFA US Targeted Value Fund Mutual Fund	Mutual Funds	—	—	$15K	0.1%
PGIM Total Return Bond Fund Mutual Fund	Other securities	—	—	$11K	<0.1%
DFA International Value Fund Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
T. Rowe Price Retirement 2035 Mutual Fund	Other securities	—	—	$7K	<0.1%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Federated Hermes Institutional High Yield Bond Fund Mutual Fund	Other securities	—	—	$6K	<0.1%
DFA Inflation - Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%