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Original filing (PDF)20260211161929NAL0008023442001
CURTIN MARITIME CORP.
Form 5500
FILING_RECEIVED
CURTIN MARITIME CORP. PREVAILING WAGE PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 2.8 mo~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
436
Accounts w/ balance
166
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIN MARITIME CORP..
Plan sponsor
Name
CURTIN MARITIME CORP.
EIN
33-0781701
Address
PO BOX 2531 · LONG BEACH, CA · 908012531
Phone
(562) 343-3170
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
Investments
21 direct securities · 20 pooled funds· $3.3M(100% 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
$1.7M
21 holdings
Pooled Separate Account
$1.6M
19 holdings
Common Collective Trust
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2055 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $291K | 17.2% | |
| Principal Life Insurance Company | — | — | — | $291K | 17.2% | |
| PRIN LIFETIME 2050 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $234K | 13.8% | |
| Principal Life Insurance Company | — | — | — | $234K | 13.8% | |
| Principal Life Insurance Company | — | — | — | $211K | 12.5% | |
| PRIN LIFETIME 2045 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $211K | 12.5% | |
| PRIN LIFETIME 2060 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $165K | 9.7% | |
| Principal Life Insurance Company | — | — | — | $165K | 9.7% | |
| PRIN LIFETIME 2030 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $162K | 9.5% | |
| Principal Life Insurance Company | — | — | — | $162K | 9.5% | |
| Principal Life Insurance Company | — | — | — | $139K | 8.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $139K | 8.2% | |
| Principal Life Insurance Company | — | — | — | $96K | 5.7% | |
| PRIN LIFETIME 2035 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $96K | 5.7% | |
| Principal Life Insurance Company | — | — | — | $87K | 5.2% | |
| Principal Life Insurance Company | — | — | — | $66K | 3.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $66K | 3.9% | |
| Principal Life Insurance Company | — | — | — | $60K | 3.6% | |
| PRIN LIFETM 2065 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $60K | 3.6% | |
| Principal Life Insurance Company | — | — | — | $50K | 2.9% | |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $50K | 2.9% | |
| Principal Life Insurance Company | — | — | — | $22K | 1.3% | |
| PRIN LIFETIME 2025 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $22K | 1.3% | |
| Principal Life Insurance Company | — | — | — | $22K | 1.3% | |
| PRIN SMALLCAP VALUE II SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $22K | 1.3% | |
| PRINCIPAL SMALLCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $21K | 1.3% | |
| Principal Life Insurance Company | — | — | — | $21K | 1.3% | |
| Principal Global Investors Trust Co | — | — | — | $21K | 1.2% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $21K | 1.2% | |
| PRIN INTL EQUITY INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $20K | 1.2% | |
| Principal Life Insurance Company | — | — | — | $20K | 1.2% | |
| Principal Life Insurance Company | — | — | — | $15K | 0.9% | |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $15K | 0.9% | |
| PRIN LIFETIME STRAT INC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $7K | 0.4% | |
| Principal Life Insurance Company | — | — | — | $7K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $1K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $919 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $919 | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $808 | <0.1% | |
| Participant Loans | — | — | — | $808 | <0.1% |
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