Curio Wealth

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

Active participants

683

Total plan assets

$253.7M

Filings (rows)

Direct comp

$68K

Indirect comp

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Whiteford, Taylor & Preston, L.L.P. Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · all filings	BALTIMORE, MD	Other service providers	260	$129.4M	$22K	$0
Whiteford, Taylor & Preston, L.L.P. Whiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings Plan · all filings	BALTIMORE, MD	Other service providers	264	$109.8M	$15K	$0
Alliance Executive Search, LLC Alliance Executive Search, LLC 401(k) Profit Sharing Plan · all filings	VIENNA, VA	Advisor / Consultant	159	$14.5M	$32K	$0