Curia 401(k) Plan
Sponsored by Curia Global, Inc. · EIN 141742717 · Plan #001
- Total assets
- $286M
- Net assets
- $286M
- Active participants
- 1,319
- With balances
- 2,403
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $152,872 |
| Mma Securities | Consulting (general), Investment advisory (plan), Direct payment from the plan | $67,048 |
| Edelman Financial Engines | Investment advisory (participants), Direct payment from the plan | $50,934 |