AUMdb

Curtiss Wright Corporation Savings & Investment Plan

Sponsored by Curtiss Wright Corporation · EIN 130612970 · Plan #004

Total assets
$1.1B
Net assets
$1.1B
Active participants
5,322
With balances
6,927

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Financial Services Inc. Consulting (general), Investment advisory (plan) $70,000
Bdg Cpas Accounting, Direct payment from the plan $33,175
Metropolitan Life Insurance Company Contract administrator $25,852
Digital Ink Corp Other services, Other fees $17,975