How big is Kurtz, Connor, Browning&Phillips, L's plan?

Kurtz, Connor, Browning&Phillips, L's plan reported $7.6M in assets and 9 participants for 2024.

Original filing (PDF)20250723115332NAL0003390961001

Kurtz, Connor, Browning&Phillips, L

Name: Kurtz, Connor, Browning&Phillips, L — Kurtz, Connor, Form 5500 (2024)
Creator: Kurtz, Connor, Browning&Phillips, L
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kurtz, Connor, Browning & Phillips, LLC 401(k) Profit-Sharing Plan

401(k) retirement plan · Kurtz, Connor, Browning&Phillips, L's Kurtz, Connor, Browning & Phillips, LLC 401(k) Profit-Sharing Plan held $7.6M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Jonathan Kurtz signed Kurtz, Connor, Browning&Phillips, L's 2024 Form 5500 as plan administrator.

Jonathan Kurtz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kurtz, Connor, Browning&Phillips, L's EIN is 81-0629586.

EIN 81-0629586

Plan number 001

Plan year 2024

ACK ID 20250723115332NAL0003390961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kurtz, Connor, Browning&Phillips, L from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kurtz, Connor, Browning&Phillips, L's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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