How big is Kurtz and Partners P.C.'s plan?

Kurtz and Partners P.C.'s plan reported $4.3M in assets and 9 participants for 2024.

Original filing (PDF)20251013130306NAL0001282657001

Kurtz and Partners P.C.

Name: Kurtz and Partners P.C. — Kurtz and Partners P.C., Form 5500 (2024)
Creator: Kurtz and Partners P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Kurtz and Partners P.C.'s Kurtz and Partners P.C. 401(k) Profit Sharing Plan held $4.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Kurtz and Partners P.C.'s EIN is 23-2828589.

EIN 23-2828589

Plan number 001

Plan year 2024

ACK ID 20251013130306NAL0001282657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kurtz and Partners P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kurtz and Partners P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KURTZ AND PARTNERS P.C..

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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