Original filing (PDF)20250618114141NAL0001373267001

THE C.W. COURTNEY COMPANY

Name: THE C.W. COURTNEY COMPANY — THE C.W. COURTNEY COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: THE C.W. COURTNEY COMPANY

Form 5500-SF

FILING_RECEIVED

THE C.W. COURTNEY COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE C.W. COURTNEY COMPANY.

Plan sponsor

Name

THE C.W. COURTNEY COMPANY

EIN

34-1039291

Address

700 BETA DRIVE · SUITE 200 · MAYFIELD VILLAGE, OH · 44143

Phone

(440) 449-4005

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

ENGINEERING DYNAMICS CORP.

ENGINEERING DYNAMICS CORP.401(K) PROFIT SHARING PLAN

$1.5M · 7 participants

MARRERO, COUVILLON, & ASSOCIATES

MARRERO, COUVILLON & ASSOCIATES 401(K) RETIREMENT PLAN

$1.5M · 43 participants

EARTH ENGINEERING, INC.

EARTH ENGINEERING, INC. 401(K) PROFIT SHARING PLAN TRUST

$1.5M · 20 participants

PRINCIPAL TECHNOLOGY, INC.

PRINCIPAL TECHNOLOGY, INC. 401(K) PLAN

$1.5M · 32 participants

BARTELT ENGINEERING

BARTELT ENGINEERING 401(K) PLAN