Michel Fircak signed Curtis Instruments, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curtis Instruments, Inc.'s EIN is 13-1933394.
Download the official 2023 Form 5500 (PDF) for Curtis Instruments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Curtis Instruments, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $97K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $66.7M | 72.3% | |
| [Assets held in pooled separate account] | Other | — | — | $13.4M | 14.5% | |
| T.ROWE PRICE BLUE CHIP GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 864 | Pooled Separate Account | — | — | $10.4M | 11.3% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | — | $3.0M | 3.3% | |
| [Assets held in participant loans] | Other | — | — | $494K | 0.5% |
| FIDUCIENT ADVISORS LLC |
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | — | BOSTON, MA | AUDITOR | $9K | — |
