How big is Courtesy Finance LLC's plan?

Courtesy Finance LLC's plan reported $598K in assets and 25 participants for 2024.

Original filing (PDF)20250711152520NAL0017467378001

Courtesy Finance LLC

Name: Courtesy Finance LLC — Courtesy Finance LLC 401(k), Form 5500 (2024)
Creator: Courtesy Finance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Courtesy Finance LLC 401(k) Plan

401(k) retirement plan · Courtesy Finance LLC's Courtesy Finance LLC 401(k) Plan held $598K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

People on this filing

William Anderson signed Courtesy Finance LLC's 2024 Form 5500 as plan administrator.

William Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Courtesy Finance LLC's EIN is 20-8334164.

EIN 20-8334164

Plan number 001

Plan year 2024

ACK ID 20250711152520NAL0017467378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Courtesy Finance LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Courtesy Finance LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COURTESY FINANCE LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

COURTESY FINANCE LLC

EIN

all filings

Address

400 NORTHRIDGE ROAD · SUITE 260 · ATLANTA, GA · 30350

Phone

(678) 461-5890

Industry

Finance & Insurance

Plan administrator