Diedre Mahaney signed L.N. Curtis & Sons' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L.N. Curtis & Sons' EIN is 94-1214350.
Download the official 2024 Form 5500 (PDF) for L.N. Curtis & Sons from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L.N. Curtis & Sons' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.4M | 86.2% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $2.4M | 19.6% | |
| AUL Stable Value Account | Stable Value | — | — | $1.5M | 12.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $985K | 8.2% | |
| Nuveen Large Cap Gr Idx R6 | Common Collective Trusts | — | — | $824K | 6.8% | |
| T Rowe Price Health Science I | Mutual Funds | — | — | $616K | 5.1% | |
| Jan Hen Global Technology N | Other securities | — | — | $606K | 5.0% | |
| Columbia Dividend Income I3 | Other securities | — | — | $578K | 4.8% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $569K | 4.7% | |
| Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $548K | 4.5% | |
| AB Large Cap Growth Z | Other securities | — | — | $493K | 4.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $467K | 3.9% | |
| Vanguard High Dividend Yield Index Admiral | Mutual Funds | — | — | $346K | 2.9% | |
| Nationwide Tech 100 IDX R6 | Common Collective Trusts | — | — | $302K | 2.5% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $293K | 2.4% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $283K | 2.3% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $281K | 2.3% | |
| Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $218K | 1.8% | |
| Participant Loans | Participant loans | — | — | $217K | 1.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $203K | 1.7% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $135K | 1.1% | |
| Delaware IVY Small Cap Core N | Other securities | — | — | $127K | 1.1% | |
| Vanguard Energy Admiral | Mutual Funds | — | — | $81K | 0.7% | |
| Western Asset Core Plus Bond IS | Other securities | — | — | $66K | 0.5% | |
| Vanguard Target Retire 2055 Investment | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retire 2035 Investment | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retire 2050 Investment | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retire 2040 Investment | Mutual Funds | — | — | $849 | <0.1% | |
| Vanguard Target Retire 2065 Investment | Mutual Funds | — | — | $575 | <0.1% | |
| Vanguard Target Retire 2060 Investment | Mutual Funds | — | — | $435 | <0.1% |
