Curran Group Retirement Plan
Sponsored by Curran Group, Inc. · EIN 362848218 · Plan #011
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 1,044
- With balances
- 1,845
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $232,625 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $96,187 |
| Crowe Llp | Accounting, Direct payment from the plan | $34,277 |
| Matrix Trust Company Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |