Original filing (PDF)20250710091319NAL0014766146002

CURTIS AND WINDHAM ARCHITECTS INCORPORATED

Name: CURTIS AND WINDHAM ARCHITECTS INCORPORATED — CURTIS AND WINDHAM ARCHITECTS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CURTIS AND WINDHAM ARCHITECTS INCORPORATED

Form 5500-SF

FILING_RECEIVED

CURTIS AND WINDHAM ARCHITECTS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIS AND WINDHAM ARCHITECTS INCORPORATED.

Plan sponsor

Name

CURTIS AND WINDHAM ARCHITECTS INCORPORATED

EIN

35-2311690

Address

3815 MONTROSE SUITE 100 · HOUSTON, TX · 77006

Phone

(713) 942-7251

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

JOHNSON ARCHITECTURE, INC.

JOHNSON ARCHITECTURE, INC. PROFIT SHARING PLAN

$5.6M · 25 participants

DAHN & KRIEGER ARCHITECTS PLANNERS, P.C.

DAHN & KRIEGER ARCHITECTS PLANNERS, P.C. RETIREMENT PLAN

$5.6M · 7 participants

MICHAEL MALTZAN ARCHITECTURE, INC.

MICHAEL MALTZAN ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN

$5.6M · 9 participants

GENE KAUFMAN, ARCHITECT, PC

GENE KAUFMAN, ARCHITECT, PC 401(K) PLAN

$5.6M · 26 participants

BAYLIS ARCHITECTS, INC.