How big is Curated Wealth Partners' plan?

Curated Wealth Partners' plan reported $992K in assets and 10 participants for 2024.

Original filing (PDF)20251015081737NAL0004326225001

Curated Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Curated Wealth Partners 401(k) Plan

401(k) retirement plan · Curated Wealth Partners' Curated Wealth Partners 401(k) Plan held $992K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$992K

Net assets (EOY)

$992K

Plan identifiers

Curated Wealth Partners' EIN is 83-1882756.

EIN 83-1882756

Plan number 001

Plan year 2024

ACK ID 20251015081737NAL0004326225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curated Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curated Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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