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Original filing (PDF)20250911144626NAL0000303555001
CURTIS INSTRUMENTS, INC.
Form 5500
FILING_RECEIVED
CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
218
Accounts w/ balance
311
Plan assets (EOY)
$92.4M
Net assets (EOY)
$92.4M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIS INSTRUMENTS, INC..
Plan sponsor
Name
CURTIS INSTRUMENTS, INC.
EIN
13-1933394
Address
200 KISCO AVENUE · MOUNT KISCO, NY · 10549
Phone
(914) 242-6542
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | — | BOSTON, MA | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $97K | — |
Investments
2 pooled funds· $13.4M(15% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| 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% |
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