How big is Koontz Real Estate LLC's plan?

Koontz Real Estate LLC's plan reported $4.8M in assets and 2 participants for 2024.

Original filing (PDF)20250416080303NAL0004790049001

Koontz Real Estate LLC

Name: Koontz Real Estate LLC — Koontz Real Estate Group, Form 5500 (2024)
Creator: Koontz Real Estate LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koontz Real Estate Group LLC 401(k) Plan

401(k) retirement plan · Koontz Real Estate LLC's Koontz Real Estate Group LLC 401(k) Plan held $4.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Koontz Real Estate LLC's EIN is 35-2364687.

EIN 35-2364687

Plan number 003

Plan year 2024

ACK ID 20250416080303NAL0004790049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koontz Real Estate LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koontz Real Estate LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOONTZ REAL ESTATE 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