Kurtz and Partners P.C. 401(k) Plan

The Kurtz and Partners P.C. 401(k) on its latest Form 5500

Kurtz and Partners P.C. (EIN 23-2828589) reports KURTZ AND PARTNERS P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.3M in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Kurtz and Partners P.C. filing — schedules, fees, and providers.

Who runs the Kurtz and Partners P.C. 401(k)?

Kurtz and Partners P.C.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Kurtz and Partners P.C.HR for the recordkeeper’s name and login.

How to check your Kurtz and Partners P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Kurtz and Partners P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).