Ben Remke signed CURI Management Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CURI Management Company, LLC's EIN is 88-1195406.
Download the official 2024 Form 5500 (PDF) for CURI Management Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CURI Management Company, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $10.4M | 15.6% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $5.9M | 8.9% | |
| HARBOR CAP APP RET Mutual Funds | Other securities | — | — | $5.8M | 8.8% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $5.5M | 8.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5.2M | 7.9% | |
| FLEXPATH+MOD RET R1 Common Collective Trust | Common Collective Trusts | — | — | $4.3M | 6.5% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $4.3M | 6.5% | |
| PUTN LARGE CP VAL R1 Common Collective Trust | Common Collective Trusts | — | — | $4.0M | 6.0% | |
| PUTNAM LARGE CAP VALUE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.0M | 6.0% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $3.6M | 5.5% | |
| BLKRK ToT RETURN K Mutual Funds | Other securities | — | — | $3.6M | 5.4% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $3.0M | 4.6% | |
| AF EUROPAC GROWTH R6 Mutual Funds | Other securities | — | — | $2.8M | 4.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.3M | 3.5% | |
| MFS MID CAP VALUE R6 Mutual Funds | Mutual Funds | — | — | $1.8M | 2.7% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| FID US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $1.4M | 2.1% | |
| FID GLB EX US IDX Mutual Funds | Common Collective Trusts | — | — | $1.0M | 1.5% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $983K | 1.5% | |
| SMALL CAP GROWTH FUND II FEE CLAS R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $826K | 1.2% | |
| FLEXPATH+AGR RET R1 Common Collective Trust | Common Collective Trusts | — | — | $697K | 1.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $697K | 1.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $581K | 0.9% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $237K | 0.4% | |
| FLEXPATH+CON RET R1 Common Collective Trust | Common Collective Trusts | — | — | $232K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $232K | 0.3% | |
| FLEXPATH+CON 2055 R1 Common Collective Trust ** 31 GG INTL STK FUND R1 Common Collective Trust | Common Collective Trusts | — | — | $165K | 0.2% | |
| GG INTERNATIONAL STOCK FUND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139838 / PN 617 | Common Collective Trust | — | — | $165K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $152K | 0.2% | |
| FLEXPATH INDX CONSERVATIVE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3411367 / PN 236 | Common Collective Trust | — | — | $114K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $38K | <0.1% | |
| FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $9K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $32 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
