How big is Courtesy Electric Co's plan?

Courtesy Electric Co's plan reported $3.2M in assets and 156 participants for 2024.

Original filing (PDF)20250730125512NAL0002373123001

Courtesy Electric Co

Name: Courtesy Electric Co — Courtesy Electric Co 401(k), Form 5500 (2024)
Creator: Courtesy Electric Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Courtesy Electric Co 401(k) Plan

401(k) retirement plan · Courtesy Electric Co's Courtesy Electric Co 401(k) Plan held $3.2M in plan assets for 156 participants in 2024.

Signals · 1

No auditor on file

Active participants

156

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Julie Wiley signed Courtesy Electric Co's 2024 Form 5500 as plan administrator.

Julie Wiley — 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

Courtesy Electric Co's EIN is 84-0721668.

EIN 84-0721668

Plan number 001

Plan year 2024

ACK ID 20250730125512NAL0002373123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Courtesy Electric Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Courtesy Electric Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COURTESY ELECTRIC CO.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score