How big is Cortz Services LLC's plan?

Cortz Services LLC's plan reported $78K in assets and 4 participants for 2024.

Original filing (PDF)20250721151953NAL0000687059001

Cortz Services LLC

Name: Cortz Services LLC — Form 5500 (2024)
Creator: Cortz Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cortz Services LLC

401(k) retirement plan · Cortz Services LLC held $78K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Shirley Horner signed Cortz Services LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Cortz Services LLC's EIN is 81-1980859.

EIN 81-1980859

Plan number 001

Plan year 2024

ACK ID 20250721151953NAL0000687059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cortz Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cortz Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CORTZ SERVICES LLC

EIN

all filings

Address

470 WHITE POND DR · STE 400 · AKRON, OH · 44320

Phone

(234) 542-6230

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

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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