CURI WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
14
Active participants
3,184
Total plan assets
$847.3M
Filings (rows)
14
Direct comp
$389K
Indirect comp
$66K
SERVICES PROVIDED
Other9
Advisor / Consultant5
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 339 | $125.3M | $37K |
| PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 284 | $110.6M | $54K |
| PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A. PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN | CHARLOTTE, NC | Other NONE | 186 | $102.5M | $8K |
| PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 269 | $97.4M | $53K |
| BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT, NC | Other NONE | 289 | $84.6M | $41K |
| BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT, NC | Other NONE | 283 | $78.7M | $7K |
| WAKE INTERNAL MEDICINE CONSULTANTS, INC. WAKE INTERNAL MEDICINE CONSULTANTS INC. 401K PROFIT SHARING PLAN | RALEIGH, NC | Other NONE | 152 | $45.9M | $21K |
| WAKE INTERNAL MEDICINE CONSULTANTS, INC. WAKE INTERNAL MEDICINE CONSULTANTS INC. 401K | RALEIGH, NC | Other NONE | 142 | $38.2M | $28K |
| WAKE INTERNAL MEDICINE CONSULTANTS, INC. WAKE INTERNAL MEDICINE CONSULTANTS INC. 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Other NONE | 110 | $33.6M | $27K |
| HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE, NC | Other SERVICE PROVIDER | 254 | $32.8M | $0 |
| HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE, NC | Other SERVICE PROVIDER | 231 | $27.5M | $0 |
| ADSTRA, INC ADSTRA, INC.EMPLOYEE SAVINGS PLAN | PRINCETON, NJ | Advisor / Consultant ADVISOR | 200 | $26.5M | $56K |
| HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE, NC | Other SERVICE PROVIDER | 236 | $22.4M | $0 |
| ADSTRA, INC ADSTRA, INC.EMPLOYEE SAVINGS PLAN | PRINCETON, NJ | Advisor / Consultant ADVISOR | 209 | $21.3M | $57K |