Curtin Maritime's EIN is 33-0781701.
Download the official 2024 Form 5500 (PDF) for Curtin Maritime from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curtin Maritime'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $23K | — |
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $8.8M | 86.1% | |
| Nuveen TIAA Lifecycle Index 2040 Fund Collective Trust | Common Collective Trusts | — | — | $2.1M | 20.4% | |
| Nuveen TIAA Lifecycle Index 2055 Fund Collective Trust | Common Collective Trusts | — | — | $1.4M | 13.4% | |
| Nuveen TIAA Lifecycle Index 2045 Fund Collective Trust | Common Collective Trusts | — | — | $1.2M | 11.8% | |
| Nuveen TIAA Lifecycle Index 2050 Fund Collective Trust | Common Collective Trusts | — | — | $1.1M | 11.1% | |
| Nuveen TIAA Lifecycle Index 2060 Fund Collective Trust | Common Collective Trusts | — | — | $1.1M | 10.3% | |
| Nuveen TIAA Lifecycle Index 2030 Fund Collective Trust | Common Collective Trusts | — | — | $1.0M | 10.1% | |
| Fidelity Advisor Total Bond Fund Mutual Fund 2 Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $377K | 3.7% | |
| Nuveen TIAA Lifecycle Index 2035 Fund Collective Trust | Common Collective Trusts | — | — | $355K | 3.5% | |
| Nuveen TIAA Lifecycle Index 2065 Fund Collective Trust | Common Collective Trusts | — | — | $354K | 3.4% | |
| Nuveen TIAA Lifecycle Index 2025 Fund Collective Trust | Common Collective Trusts | — | — | $129K | 1.3% | |
| Victory RS Global Fund Mutual Fund | Other securities | — | — | $47K | 0.5% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $45K | 0.4% | |
| Nuveen TIAA Lifecycle Index Retirement Income Fund Collective Trust | Common Collective Trusts | — | — | $45K | 0.4% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $43K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $26K | 0.3% | |
| Nuveen TIAA Lifecycle Index 2010 Fund Collective Trust | Common Collective Trusts | — | — | $21K | 0.2% | |
| Fidelity Advisor Worldwide Fund Mutual Fund | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Nuveen TIAA Lifecycle Index 2020 Fund Collective Trust | Common Collective Trusts | — | — | $4K | <0.1% | |
| Investments * Principal Capital Appreciation Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| PRIN CAPTIAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Fully benefit-responsive investment contract * Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | Other securities | — | — | $2K | <0.1% | |
| Fidelity Growth Strategies Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2834236 |
| SAN DIEGO, CA |
| ADVISOR |
| $37K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIES UNLIMITED INC | 95-3654973 | — | CONTRACT ADMINISTRATOR | $330 | — |
