# Kurz Transfer Products, LP 401(k) Plan
Source: https://planprovider.pro/companies/kurz-transfer-products-lp-401k-plan

> Kurz Transfer Products, LP's 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kurz Transfer Products, LP

- **Sponsor EIN:** 232677477

- **Sponsor Address:** 11836 PATTERSON RD,, HUNTERSVILLE, NC, 28078

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

- **Total Participants:** 352

- **Total Assets:** $30.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|352|$30.0M|$769,382|$1.8M|

| 2023|353|$27.0M|$758,707|$1.7M|

| 2022|363|$23.3M|$729,073|$1.6M|

## 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|

| GREERWALKER CPAS & ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GREERWALKER CPAS & ADVISORS](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$31,720|$2,351|—|—|—|

| 2023|$30,602|$1,892|—|—|—|

| 2022|$28,455|$1,867|—|—|—|

## Similar Plans

- [South Atlantic, LLC](https://planprovider.pro/companies/south-atlantic-llc-401k-plan) — 326 participants

- [Prince Group, INC.](https://planprovider.pro/companies/prince-group-inc-401k-plan) — 117 participants

- [Galvan Industries, INC.](https://planprovider.pro/companies/galvan-industries-inc-401k-plan) — 89 participants

- [Vesuvius Usa Corporation](https://planprovider.pro/companies/vesuvius-usa-corporation-plan-001-3657) — 75 participants

- [Kurz Transfer Products, L.P.](https://planprovider.pro/companies/kurz-transfer-products-l-p-plan-001) — 44 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kurz-transfer-products-lp-401k-plan)

© 2026 PlanProvider.Pro