KETZ AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score
93
/ 100
Grade A
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
74
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KETZ AND ASSOCIATES, INC..
Plan sponsor
Name
KETZ AND ASSOCIATES, INC.
EIN
41-1372631
Address
6468 CITY WEST PARKWAY · EDEN PRAIRIE, MN · 55344
Phone
(952) 932-7148
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-04-01
Tax period
2024-03-31
Filed
2024-11-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
