# Winkler Kurtz, LLP 401(k) Plan
Source: https://planprovider.pro/companies/winkler-kurtz-llp-plan

> Winkler Kurtz, LLP's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winkler Kurtz, LLP

- **Sponsor EIN:** 112868840

- **Sponsor Address:** 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STATION, NY, 11776

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

- **Total Participants:** 7

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|7|$1.4M|$25,542|$77,365|

| 2023|11|$1.3M|$26,959|$81,354|

| 2022|9|$828,738|$23,820|$78,197|

## Similar Plans

- [Walsh And Hacker And Associates, LLP](https://planprovider.pro/companies/walsh-and-hacker-and-associates-llp-plan) — 7 participants

- [Hausman Law Group, PC](https://planprovider.pro/companies/hausman-law-group-pc-plan-002) — 7 participants

- [Bailly & Mcmillan LLP](https://planprovider.pro/companies/bailly-mcmillan-llp-plan) — 7 participants

- [Degraff, Foy & Kunz, LLP.](https://planprovider.pro/companies/degraff-foy-kunz-llp-401k-plan) — 7 participants

- [The Raimondo Law Firm PC](https://planprovider.pro/companies/the-raimondo-law-firm-pc-401k-plan) — 7 participants

- [Bantle & Levy LLP](https://planprovider.pro/companies/bantle-levy-llp-401k-plan) — 8 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/winkler-kurtz-llp-plan)

© 2026 PlanProvider.Pro