How big is CURA Wealth Partners, LLC's plan?

CURA Wealth Partners, LLC's plan reported $339K in assets and 3 participants for 2024.

Original filing (PDF)20250820143943NAL0001656387001

CURA Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

CURA Wealth Partners 401(k) Plan

401(k) retirement plan · CURA Wealth Partners, LLC's CURA Wealth Partners 401(k) Plan held $339K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

Plan identifiers

CURA Wealth Partners, LLC's EIN is 87-2512662.

EIN 87-2512662

Plan number 001

Plan year 2024

ACK ID 20250820143943NAL0001656387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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