John Heckaman signed Curtis Products, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curtis Products, Inc.'s EIN is 35-1040300.
Download the official 2023 Form 5500 (PDF) for Curtis Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Curtis Products, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1ST SOURCE BANK | — | SOUTH BEND, IN | TRUSTEE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRUGGEL LAWTON & CO., LLC | 35-1307701 | — | AUDITOR | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund # | Common Collective Trusts | — | — | $903K | 31.6% | |
| Columbia Capital Allocation Moderate Fund # | Other securities | — | — | $649K | 22.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $400K | 14.0% | |
| Columbia Capital Allocation Aggressive Fund # | Other securities | — | — | $322K | 11.3% | |
| Vanguard Mid Cap Index Fund # | Common Collective Trusts | — | — | $191K | 6.7% | |
| Boston Partners All Cap Value Instl # | Other securities | — | — | $135K | 4.7% | |
| Participant Loans Interest rates at 5.25%-10.50% 0 | Bonds / Notes | — | — | $119K | 4.1% | |
| Goldman Sachs Small Cap Value Instl # | Other securities | — | — | $65K | 2.3% | |
| Morgan Stanley Institutional International Equity Fund # | Other securities | — | — | $57K | 2.0% | |
| Columbia Capital Allocation Moderate Aggressive Fund # | Other securities | — | — | $20K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
