# Kurtz Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/kurtz-bros-inc-401k-plan-001

> Kurtz Bros., INC.'s 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kurtz Bros., INC.

- **Sponsor EIN:** 341152347

- **Sponsor Address:** 6415 GRANGER ROAD, INDEPENDENCE, OH, 44131

- **Plan Type:** 401(k)

- **Total Participants:** 415

- **Total Assets:** $24.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|415|$24.7M|$636,634|$1.6M|

| 2023|309|$21.4M|$517,273|$1.4M|

| 2022|314|$18.1M|$470,988|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VOYA RETIREMENT INSURANCE AND ANNUI|RECORDKEEPER|$70,967|—|$70,967|

| COHEN & COMPANY, LTD|NONE|$19,000|—|$19,000|

| COHEN & COMPANY, LTD.|Auditor|$19,000|—|$19,000|

| CBIZ BENEFITS & INS SERVICES, INC.|OTHER|$11,025|—|$11,025|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,992

- **Estimated Expense Ratio:** 0.485% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$100,828|-$172|$20,775|$19,000|—|

| 2023|$99,595|$185|$26,050|$22,000|—|

| 2022|$80,169|$19,380|$42,289|—|$18,500|

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