Plan Snapshot
- Plan Sponsor: Curo Health Services, LLC
- Sponsor EIN: 320307955
- Sponsor Address: 3350 RIVERWOOD PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 16,247
- Total Assets: $301.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16,247 | $301.1M | $11.5M | $33.1M |
| 2023 | 33,740 | $251.4M | $8.3M | $22.6M |
| 2022 | 42,495 | $530.6M | $19.9M | $55.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $6,038 | — | $6,038 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,038
- Estimated Expense Ratio: 0.002% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $643,820 | — | — | $6,038 | — |
| 2023 | $474,939 | $12,056 | — | — | — |
| 2022 | $788,962 | — | — | — | $125,430 |