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
3
Active participants
683
Total plan assets
$253.7M
Filings (rows)
3
Direct comp
$68K
Indirect comp
$0
SERVICES PROVIDED
Other2
Advisor / Consultant1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE, MD | Other NONE | 260 | $129.4M | $22K |
| WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN | BALTIMORE, MD | Other NONE | 264 | $109.8M | $15K |
| ALLIANCE EXECUTIVE SEARCH, LLC ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN | VIENNA, VA | Advisor / Consultant INVESTMENT ADVISOR | 159 | $14.5M | $32K |