Original filing (PDF)20251013130306NAL0001282657001

KURTZ AND PARTNERS P.C.

Name: KURTZ AND PARTNERS P.C. — KURTZ AND PARTNERS P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KURTZ AND PARTNERS P.C.

Form 5500-SF

FILING_RECEIVED

KURTZ AND PARTNERS P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURTZ AND PARTNERS P.C..

Plan sponsor

Name

KURTZ AND PARTNERS P.C.

EIN

23-2828589

Address

1265 DRUMMERS LANE - SUITE 209 · WAYNE, PA · 19087

Phone

(610) 688-2855

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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JAWDET I. RUBAII, P.A.