Original filing (PDF)20250605120052NAL0020130736001

P.J. KORTENS AND COMPANY

Name: P.J. KORTENS AND COMPANY — P.J. KORTENS AND COMPANY, INC. 401(K) INCENTIVE PLAN, Form 5500 (2024)
Creator: P.J. KORTENS AND COMPANY

Form 5500-SF

FILING_RECEIVED

P.J. KORTENS AND COMPANY, INC. 401(K) INCENTIVE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

P.J. KORTENS AND COMPANY

EIN

39-1884154

Address

1985 W PACKARD STREET · APPLETON, WI · 54914

Phone

(920) 730-9023

Industry