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Original filing (PDF)20251014202845NAL0007371586001
CURTISS WRIGHT CORPORATION
Form 5500
FILING_RECEIVED
CURTISS WRIGHT CORPORATION SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,322
Accounts w/ balance
6,927
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTISS WRIGHT CORPORATION.
Plan sponsor
Name
CURTISS WRIGHT CORPORATION
EIN
13-0612970
Address
400 INTERPACE PARKWAY, BUILDING D · PARSIPPANY, NJ · 07054
Phone
(973) 541-3700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | CONSULTANT | $70K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDG-CPAS | 22-2625944 | — | ACCOUNTANT/AUDITOR | $33K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | OTHER SERVICES | $26K | — |
| DIGITAL INK CORP | 22-3389112 | — | OTHER SERVICES | $18K | — |
Investments
27 direct securities · 1 pooled fund· $1.0B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.0B
27 holdings
Common Collective Trust
$971
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTC-CIF II Growth Series 4 Mutual Fund | — | — | — | $192.9M | 18.3% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $121.9M | 11.6% | |
| Fidelity Freedom Index 2030 T Fund Mutual Fund | — | — | — | $73.5M | 7.0% | |
| Dodge & Cox Stock Fund Class X Mutual Fund | — | — | — | $67.3M | 6.4% | |
| MetLife Stable Value Fund Guaranteed investment contract | — | — | — | $60.7M | 5.8% | |
| Fidelity Freedom Index 2025 T Fund Mutual Fund | — | — | — | $58.7M | 5.6% | |
| Fidelity Freedom Index 2035 T Fund Mutual Fund | — | — | — | $57.4M | 5.4% | |
| PGIM Jennison Small/Mid Cap Core Equity Fund Mutual Fund | — | — | — | $48.7M | 4.6% | |
| Fidelity self-directed brokerage Other | — | — | — | $48.0M | 4.5% | |
| Fidelity Freedom Index 2040 T Fund Mutual Fund | — | — | — | $47.8M | 4.5% | |
| Fidelity Freedom Index 2045 T Fund Mutual Fund | — | — | — | $42.3M | 4.0% | |
| Fidelity Freedom Index 2050 T Fund Mutual Fund | — | — | — | $32.8M | 3.1% | |
| PIMCO Total Return Fund Class I-2 Mutual Fund | — | — | — | $29.6M | 2.8% | |
| MFS Institutional International Equity Fund Mutual Fund | — | — | — | $25.5M | 2.4% | |
| Fidelity Freedom Index 2020 T Fund Mutual Fund | — | — | — | $24.1M | 2.3% | |
| Fidelity Freedom Index 2055 T Fund Mutual Fund | — | — | — | $23.8M | 2.3% | |
| Fidelity Managed Income Portfolio II Class 4 Fund Common/Collective Trust ** 971 * Participant loans Prime + 1%, various maturities -0- | — | — | — | $15.6M | 1.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $13.0M | 1.2% | |
| Fidelity Freedom Index 2060 T Fund Mutual Fund | — | — | — | $12.6M | 1.2% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund | — | — | — | $10.7M | 1.0% | |
| William Blair Emerging Markets Leaders Fund Mutual Fund | — | — | — | $7.8M | 0.7% | |
| Fidelity Freedom Index 2015 T Fund Mutual Fund | — | — | — | $7.6M | 0.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $7.3M | 0.7% | |
| Fidelity Freedom Index 2065 T Fund Mutual Fund | — | — | — | $4.7M | 0.4% | |
| Fidelity Freedom Index 2010 T Fund Mutual Fund | — | — | — | $3.2M | 0.3% | |
| Fidelity Freedom Index Income T Fund Mutual Fund | — | — | — | $2.8M | 0.3% | |
| PIMCO All Asset Institutional Fund Mutual Fund | — | — | — | $1.5M | 0.1% | |
| MANAGED INCOME PORTFOLIO II CLASS 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $971 | <0.1% |