Plan Snapshot
- Plan Sponsor: Curtiss Wright Corporation
- Sponsor EIN: 130612970
- Sponsor Address: 400 INTERPACE PARKWAY, BUILDING D, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Total Participants: 5,322
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,322 | $1.1B | $26.5M | $49.7M |
| 2023 | 5,123 | $915.2M | $23.5M | $44.5M |
| 2022 | 4,833 | $785.7M | $20.5M | $41.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | CONSULTANT | $70,000 | — | $70,000 |
| BDG-CPAS | ACCOUNTANT/AUDITOR | $33,175 | — | $33,175 |
| METROPOLITAN LIFE INSURANCE COMPANY | OTHER SERVICES | $25,852 | — | $25,852 |
| DIGITAL INK CORP | OTHER SERVICES | $17,975 | — | $17,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — CONSULTANT
- BDG-CPAS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,002
- Estimated Expense Ratio: 0.014% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $837,492 | $669,969 | — | $33,175 | — |
| 2023 | $697,352 | $586,334 | — | $33,075 | — |
| 2022 | $332,235 | $181,236 | — | — | $107,225 |