How big is JD Kurtz, Inc.'s plan?

JD Kurtz, Inc.'s plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20250403142625NAL0010368465001

JD Kurtz, Inc.

Name: JD Kurtz, Inc. — JD Kurtz, Inc. 401(k) Plan, Form 5500 (2024)
Creator: JD Kurtz, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JD Kurtz, Inc. 401(k) Plan

401(k) retirement plan · JD Kurtz, Inc.'s JD Kurtz, Inc. 401(k) Plan held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

JD Kurtz, Inc.'s EIN is 51-0306657.

EIN 51-0306657

Plan number 001

Plan year 2024

ACK ID 20250403142625NAL0010368465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JD Kurtz, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JD Kurtz, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JD KURTZ, INC..

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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

Knocking points off