Betsy Conway signed Curtis Squire, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curtis Squire, Inc.'s EIN is 41-0661668.
Download the official 2024 Form 5500 (PDF) for Curtis Squire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curtis Squire, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 13-5674085 | — | INVESTMENT ADVISORY | $36K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
