Original filing (PDF)20250214132352NAL0012959731001

KURTZ BROS., INC.

Name: KURTZ BROS., INC. — KURTZ BROS., INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: KURTZ BROS., INC.

Form 5500-SF

FILING_RECEIVED

KURTZ BROS., INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 BROS., INC..

Plan sponsor

Name

KURTZ BROS., INC.

EIN

25-0605470

Address

400 REED ST · PO BOX 392 · CLEARFIELD, PA · 168302540

Phone

(814) 765-6561

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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