How big is Kurtz Homes Naples, LLC's plan?

Kurtz Homes Naples, LLC's plan reported $2.6M in assets and 28 participants for 2024.

Original filing (PDF)20251015172350NAL0006907808001

Kurtz Homes Naples, LLC

Name: Kurtz Homes Naples, LLC — Kurtz Homes 401(k) Profit, Form 5500 (2024)
Creator: Kurtz Homes Naples, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kurtz Homes 401(k) Profit Sharing Plan

401(k) retirement plan · Kurtz Homes Naples, LLC's Kurtz Homes 401(k) Profit Sharing Plan held $2.6M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

James Raley signed Kurtz Homes Naples, LLC's 2024 Form 5500 as plan administrator.

James Raley — 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

Kurtz Homes Naples, LLC's EIN is 27-4826970.

EIN 27-4826970

Plan number 001

Plan year 2024

ACK ID 20251015172350NAL0006907808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kurtz Homes Naples, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kurtz Homes Naples, LLC's plan includes profit-sharing, a 401(k) feature, 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 HOMES NAPLES, 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