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Original filing (PDF)20251016090026NAL0012345858001
CURTIS CORP
Form 5500
FILING_RECEIVED
WERNER AUTO TEAM 401(K) PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
207
Accounts w/ balance
170
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIS CORP.
Plan sponsor
Name
CURTIS CORP
EIN
47-0719397
Address
200 MANSELL COURT EAST STE 510 · ROSWELL, GA · 30076
Phone
(850) 575-1000
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZAR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $224 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS | — | MCLEAN, VA | OTHER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| CAPFINANCIAL PARTNERS LLC DBA | — | RALEIGH, NC | OTHER | $358 | — |
Investments
23 direct securities · 1 pooled fund· $2.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.2M
22 holdings
Common Collective Trust
$60K
1 holding
Mutual Funds
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust NT Col S&P 500 Idx Fd DC NL 4 | — | — | — | $491K | 21.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2030 Cl 5 | — | — | — | $259K | 11.5% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2050 Cl 5 | — | — | — | $175K | 7.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2035 Cl 5 | — | — | — | $154K | 6.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2060 Cl 5 | — | — | — | $149K | 6.6% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2055 Cl 5 | — | — | — | $146K | 6.5% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2040 Cl 5 | — | — | — | $113K | 5.0% | |
| Northern Trust NT ACWI ex US IMI Fd DC NL Tier 4 | — | — | — | $110K | 4.9% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2045 Cl 5 | — | — | — | $108K | 4.8% | |
| Collective Trust Funds - Stable Value * Great-West Trust Company, LLC Drive Income Fund | — | — | — | $85K | 3.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2065 Cl 5 | — | — | — | $84K | 3.7% | |
| Great-West Trust Company, LLC Drive Balanced Fund 239 Northern Trust NT Agg Bond Index Fund NL T4 | — | — | — | $66K | 2.9% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $60K | 2.7% | |
| Fidelity Total Bond K6 | — | — | — | $59K | 2.6% | |
| Northern Trust NT Col R2000 Idx Fd DC NL 4 | — | — | — | $40K | 1.8% | |
| Common Collective Trust T. Rowe Price T Rowe Price Ret Blend Slct Tr 2025 Cl 5 | — | — | — | $38K | 1.7% | |
| Northern Trust NT Col S&P 400 Idx Fd DC NL 4 | — | — | — | $32K | 1.4% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $28K | 1.2% | |
| Northern Trust NT Col R1000 Gro Idx Fd DC NL 4 | — | — | — | $26K | 1.1% | |
| State Street SSgA Real Asset Fund Class C | — | — | — | $26K | 1.1% | |
| Mass Mutual MassMutual Mid Cap Growth I | — | — | — | $24K | 1.0% | |
| Principal SmallCap Growth I R6 | — | — | — | $19K | 0.8% | |
| Northern Trust NT Col R1000 Val Idx Fd DC NL 4 | — | — | — | $17K | 0.7% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $11K | 0.5% |
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