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Original filing (PDF)20250717142646NAL0000447649001
CURRI INC.
Form 5500
FILING_RECEIVED
CURRI 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
112
Accounts w/ balance
140
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Mutual Fund" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURRI INC..
Plan sponsor
Name
CURRI INC.
EIN
82-2782589
Address
PO BOX 788 · VENTURA, CA · 93002
Phone
(805) 585-7682
Industry
Custom Computer Programming· 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
2025-07-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $16K | — |
Investments
14 direct securities· $3.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $1.3M | 43.1% | |
| Vanguard Total International Stock Index Fd Mutual Fund | — | — | — | $763K | 25.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $262K | 8.7% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $246K | 8.2% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $146K | 4.9% | |
| Vanguard Total International Bond Index Fd Mutual Fund | — | — | — | $115K | 3.8% | |
| Vanguard Intermediate-Term Bond Index Fd Mutual Fund 36 * Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $46K | 1.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $31K | 1.0% | |
| Cash Account Cash | — | — | — | $28K | 0.9% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $27K | 0.9% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $22K | 0.7% | |
| participants 9.50% | — | — | — | $16K | 0.5% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | — | — | — | $8K | 0.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund 465 * Vanguard Emerging Markets Stock Index Fd Mutual Fund | — | — | — | $3K | <0.1% |
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