Marcus Bowie signed Curri Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curri Inc.'s EIN is 82-2782589.
Download the official 2024 Form 5500 (PDF) for Curri Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curri Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 43.1% | |
| Vanguard Total International Stock Index Fd Mutual Fund | Mutual Funds | — | — | $763K | 25.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $262K | 8.7% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $246K | 8.2% | |
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $146K | 4.9% | |
| Vanguard Total International Bond Index Fd Mutual Fund | Mutual Funds | — | — | $115K | 3.8% | |
| Vanguard Intermediate-Term Bond Index Fd Mutual Fund 36 * Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $46K | 1.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $31K | 1.0% | |
| Cash Account Cash | Cash / Money Market | — | — | $28K | 0.9% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $27K | 0.9% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $22K | 0.7% | |
| participants 9.50% | Bonds / Notes | — | — | $16K | 0.5% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $8K | 0.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund 465 * Vanguard Emerging Markets Stock Index Fd Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.