Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan
Sponsored by Kurtz Bros., Inc. · EIN 341152347 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 415
- With balances
- 468
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Investment advisory (participants), Recordkeeping fees | $70,967 |
| Cohen & Company, Ltd | Accounting | $19,000 |
| Cbiz Benefits & Ins Services, Inc. | Contract administrator | $11,025 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $8 |