Curo Management 401(k) match, vesting and fees
What Curo Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins | Schedule C ↗ |
| Independent auditor | Coulter & Justus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Curo Management: employer contribution per participant | $1,215 | |
| Peer median | $3,266 |
| Curo Management: average balance | $32,518 | |
| Peer median | $137,177 |
| Curo Management: admin expenses ÷ assets | 0.80% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $60.4M at the end of plan year 2023 to $71.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,297 | $71.5M | $2.7M | $1,215 | 0.80% | Not published | Form 5500 ↗ |
| 2024 | 2,665 | $62.5M | $3M | $1,179 | 0.80% | Not published | Form 5500 ↗ |
| 2023 | 2,988 | $60.4M | $2.6M | $980 | 0.84% | Not published | Form 5500 ↗ |
Other Curo Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Curo Management LLC 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mariner Retirement Advisors, LLC | Schedule C ↗ |
| Independent auditor | Smith & Howard, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Curo Management match 401(k) contributions?
The match terms for the Curo Management 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.7M in employer contributions, about $1,215 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Curo Management 401(k) match vested?
The vesting schedule for the Curo Management 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Curo Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Financial Life Ins. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Curo Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Transamerica Financial Life Ins. The Curo Management old 401(k) page lists the contacts from every plan filing. Find an old Curo Management 401(k)
Data from the public Form 5500 annual reports Curo Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Curo Management. Not financial advice. Report a correction · Methodology