Freddie Jacobs Jr. signed Curtis Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curtis Corp.'s EIN is 47-0719397.
Download the official 2024 Form 5500 (PDF) for Curtis Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curtis Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust NT Col S&P 500 Idx Fd DC NL 4 | Common Collective Trusts | — | — | $491K | 21.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2030 Cl 5 | Mutual Funds | — | — | $259K | 11.5% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2050 Cl 5 | Mutual Funds | — | — | $175K | 7.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2035 Cl 5 | Mutual Funds | — | — | $154K | 6.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2060 Cl 5 | Mutual Funds | — | — | $149K | 6.6% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2055 Cl 5 | Mutual Funds | — | — | $146K | 6.5% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2040 Cl 5 | Mutual Funds | — | — | $113K | 5.0% | |
| Northern Trust NT ACWI ex US IMI Fd DC NL Tier 4 | Other securities | — | — | $110K | 4.9% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2045 Cl 5 | Mutual Funds | — | — | $108K | 4.8% | |
| Collective Trust Funds - Stable Value * Great-West Trust Company, LLC Drive Income Fund | Stable Value | — | — | $85K | 3.8% | |
| T. Rowe Price T Rowe Price Ret Blend Slct Tr 2065 Cl 5 | Mutual Funds | — | — | $84K | 3.7% | |
| Great-West Trust Company, LLC Drive Balanced Fund 239 Northern Trust NT Agg Bond Index Fund NL T4 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $59K | 2.6% | |
| Northern Trust NT Col R2000 Idx Fd DC NL 4 | Common Collective Trusts | — | — | $40K | 1.8% | |
| Common Collective Trust T. Rowe Price T Rowe Price Ret Blend Slct Tr 2025 Cl 5 | Common Collective Trusts | — | — | $38K | 1.7% | |
| Northern Trust NT Col S&P 400 Idx Fd DC NL 4 | Common Collective Trusts | — | — | $32K | 1.4% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $28K | 1.2% | |
| Northern Trust NT Col R1000 Gro Idx Fd DC NL 4 | Common Collective Trusts | — | — | $26K | 1.1% | |
| State Street SSgA Real Asset Fund Class C | Other securities | — | — | $26K | 1.1% | |
| Mass Mutual MassMutual Mid Cap Growth I | Other securities | — | — | $24K | 1.0% | |
| Principal SmallCap Growth I R6 | Other securities | — | — | $19K | 0.8% | |
| Northern Trust NT Col R1000 Val Idx Fd DC NL 4 | Common Collective Trusts | — | — | $17K | 0.7% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $11K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $224 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS | — | MCLEAN, VA | OTHER | $2K | — |
| CAPFINANCIAL PARTNERS LLC DBA | — | RALEIGH, NC | OTHER | $358 | — |
