Original filing (PDF)20250929131050NAL0005044147001

The Courtney Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Courtney Group Defined Benefit Plan

Defined-benefit pension plan · The Courtney Group, LLC's The Courtney Group Defined Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 84-4074737

Plan number 002

Plan year 2024

ACK ID 20250929131050NAL0005044147001

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 a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score