Curtis Instruments 401(k) match, vesting and fees
What Curtis Instruments' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Curtis Instruments: employer contribution per participant | $1,506 | |
| Peer median | $1,847 |
| Curtis Instruments: average balance | $46,732 | |
| Peer median | $65,512 |
| Curtis Instruments: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.7M at the end of plan year 2021 to $17.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 373 | $17.4M | $562K | $1,506 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 382 | $15.8M | $539K | $1,411 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 338 | $14M | $444K | $1,316 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 284 | $12.7M | $383K | $1,353 | 0.29% | Not published | Form 5500 ↗ |
Other Curtis Instruments plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Curtis Instruments, Inc. 401(k) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Curtis Instruments match 401(k) contributions?
The match terms for the Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $562K in employer contributions, about $1,506 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Curtis Instruments 401(k) match vested?
The vesting schedule for the Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Curtis Instruments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Curtis Instruments, Inc..
I left Curtis Instruments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Curtis Instruments, Inc., (914) 242-6542) or the recordkeeper, Empower Annuity Insurance Company O. The Curtis Instruments old 401(k) page lists the contacts from every plan filing. Find an old Curtis Instruments 401(k)
Data from the public Form 5500 annual reports Curtis Instruments filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Curtis Instruments. Not financial advice. Report a correction · Methodology