Original filing (PDF)20250915145727NAL0003231010001

KURTANA, INC.

Name: KURTANA, INC. — KURTANA, INC. 401(K) PLAN, Form 5500 (2023)
Creator: KURTANA, INC.

Form 5500-SF

FILING_RECEIVED

KURTANA, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 13.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURTANA, INC..

Plan sponsor

Name

KURTANA, INC.

EIN

47-3145662

Address

7968 ARJONS DRIVE SUITE D · SAN DIEGO, CA · 92126

Phone

(210) 769-6061

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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