Original filing (PDF)20260311072057NAL0005137267001

CURTIS BAY ENERGY, INC.

Name: CURTIS BAY ENERGY, INC. — CURTIS BAY ENERGY, INC. 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: CURTIS BAY ENERGY, INC.

Form 5500

FILING_RECEIVED

CURTIS BAY ENERGY, INC. 401K RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 9.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

29 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIS BAY ENERGY, INC..

Plan sponsor

Name

CURTIS BAY ENERGY, INC.

EIN

52-1770031

Address

1501 SOUTH CLINTON STREET · SUITE 130 · BALTIMORE, MD · 21224

Phone

(443) 692-2300

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2026-03-11

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALLEY FORGE INVESTMENT CONSULTANTS	23-2748550	AUDUBON, PA	INVESTMENT ADVISOR	$11K	—

TPA / Administrator

Name	EIN	Location

Investments

29 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
AMERICAN FUNDS EUROPACIFIC GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0067907 / PN 000	Pooled Separate Account	$0	—
VANGUARD TARGET RETIREMENT 2055 GREAT WEST LIFE & ANNUITY INSURANCE CO · EIN 84-0067907 / PN 000	Pooled Separate Account	$0	—
AMERICAN FUNDS NEW PERSPECTIVE GREAT WEST LIFE & ANNUITY INSURANCE CO · EIN 84-0067907 / PN 000	Pooled Separate Account	$0	—