How big is The Courtney Group, LLC's plan?

The Courtney Group, LLC's plan reported $326K in assets and 1 participants for 2024.

Original filing (PDF)20250929131256NAL0011328193001

The Courtney Group, LLC

Name: The Courtney Group, LLC — The Courtney Group 401(k), Form 5500 (2024)
Creator: The Courtney Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Courtney Group 401(k) Plan

401(k) retirement plan · The Courtney Group, LLC's The Courtney Group 401(k) Plan held $326K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

Plan identifiers

The Courtney Group, LLC's EIN is 84-4074737.

EIN 84-4074737

Plan number 001

Plan year 2024

ACK ID 20250929131256NAL0011328193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Courtney Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Courtney Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COURTNEY GROUP, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

THE COURTNEY GROUP, LLC

EIN

all filings

Address

1755 E PLUMB LANE · SUITE 251 · RENO, NV · 89502

Phone

(775) 225-6961

Industry

Real Estate

Plan administrator