Curtis Contracting, Inc.'s EIN is 54-1325318.
Download the official 2023 Form 5500 (PDF) for Curtis Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Curtis Contracting, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SERVICES | 58-1648698 | GLEN ALLEN, VA | PARTY IN INTEREST | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amazon.com, Inc. | Common Stocks | — | $534K | $1.2M | 12.9% | |
| Microsoft Corp. | Common Stocks | — | $313K | $775K | 8.0% | |
| Apple, Inc. | Common Stocks | — | $248K | $524K | 5.4% | |
| Interest-Bearing Cash * Single Bank Level Rate Sweep Cash | Cash / Money Market | — | — | $459K | 4.7% | |
| Registered Investment Companies Federated Hermes Floating Rate Strategic Inc Fund | Bonds / Notes | — | $505K | $440K | 4.6% | |
| American Funds 2035 Target Date-R2 - | Mutual Funds | — | — | $393K | 4.1% | |
| Vanguard Short-Term Bond | Mutual Funds | — | $399K | $370K | 3.8% | |
| Ford Motor Company | Common Stocks | — | $271K | $264K | 2.7% | |
| Verizon Communications Inc. | Common Stocks | — | $269K | $236K | 2.4% | |
| General Dynamics Corp. | Common Stocks | — | $183K | $219K | 2.3% | |
| iShares Semiconductor | Other securities | — | $124K | $218K | 2.3% | |
| RTX Corporation | Common Stocks | — | $194K | $216K | 2.2% | |
| Boeing Co. | Common Stocks | — | $206K | $197K | 2.0% | |
| Walmart, Inc. | Common Stocks | — | $149K | $179K | 1.9% | |
| NVIDIA Corp. | Common Stocks | — | $65K | $170K | 1.8% | |
| Alphabet Inc. | Common Stocks | — | $137K | $170K | 1.8% | |
| Tesla, Inc. | Common Stocks | — | $180K | $163K | 1.7% | |
| Visa, Inc. | Common Stocks | — | $114K | $148K | 1.5% | |
| Eli Lilly & Co. | Common Stocks | — | $103K | $147K | 1.5% | |
| American Funds 2030 Target Date-R2 - | Mutual Funds | — | — | $145K | 1.5% | |
| Genuine Parts Co. | Common Stocks | — | $160K | $141K | 1.5% | |
| GE Aeropsace | Other securities | — | $80K | $138K | 1.4% | |
| American Funds 2025 Target Date-R2 - | Mutual Funds | — | — | $136K | 1.4% | |
| Dollar General Corp. | Common Stocks | — | $119K | $130K | 1.3% | |
| SPDR S&P Biotech | Other securities | — | $120K | $92K | 1.0% | |
| Walt Disney Co. | Common Stocks | — | $109K | $91K | 0.9% | |
| American Funds 2055 Target Date-R2 - | Mutual Funds | — | — | $91K | 0.9% | |
| McDonald's Corp. | Common Stocks | — | $101K | $90K | 0.9% | |
| American Funds 2045 Target Date-R2 - | Mutual Funds | — | — | $88K | 0.9% | |
| Dominion Energy Inc. | Common Stocks | — | $115K | $86K | 0.9% | |
| Participant-Directed Accounts * American Funds Money Market - | Mutual Funds | — | — | $80K | 0.8% | |
| Nextrera Energy, Inc. | Common Stocks | — | $62K | $78K | 0.8% | |
| Ebay, Inc. | Common Stocks | — | $85K | $74K | 0.8% | |
| Paypal Holdings Inc. | Common Stocks | — | $154K | $73K | 0.8% | |
| Caterpillar, Inc. | Common Stocks | — | $51K | $72K | 0.7% | |
| Pinterest, Inc. | Common Stocks | — | $110K | $70K | 0.7% | |
| American Funds Growth Fund of America - | Mutual Funds | — | — | $60K | 0.6% | |
| Target Corp. | Common Stocks | — | $65K | $58K | 0.6% | |
| Health Care Select Sector SPDR | Other securities | — | $45K | $51K | 0.5% | |
| Energy Select Sector SPDR | Other securities | — | $50K | $49K | 0.5% | |
| American Funds 2040 Target Date-R2 - | Mutual Funds | — | — | $47K | 0.5% | |
| Generac Holdings, Inc. | Common Stocks | — | $114K | $46K | 0.5% | |
| Zimmer Biomet Holdings, Inc. | Common Stocks | — | $64K | $44K | 0.5% | |
| Alaska Air Group, Inc. | Common Stocks | — | $75K | $44K | 0.5% | |
| American Funds Europacific Growth Fund - | Mutual Funds | — | — | $39K | 0.4% | |
| American Funds American Fund Growth and Income Portfolio - | Mutual Funds | — | — | $37K | 0.4% | |
| GE Vernova, Inc. | Common Stocks | — | $20K | $37K | 0.4% | |
| Chewy, Inc. CL A | Common Stocks | — | $70K | $37K | 0.4% | |
| American Funds Fundamental Investors Fund - | Mutual Funds | — | — | $33K | 0.3% | |
| American Funds American Mutual Fund - | Mutual Funds | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
