Sponsor portfolio

KURZ TRANSFER PRODUCTS, L.P.

EIN 23-2677477ManufacturingLatest filing 2025

Plans

Retirement

$35.7M assets

Welfare

$680K premiums

Participants

871

11836 PATTERSON ROAD - HUNTERSVILLE, NC 28078704-927-3700

Plans on this EIN

3 filings

#002401k-$30.0M - 441 part #001TraditionalDB-$5.6M - 96 part #510Mixed-$680K - 353 lives

Retirement portfolio analytics

2 plans aggregated / $35.7M assets / 537 participants

Assets by plan

Share of aggregate retirement assets

84%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

84%top

T ROWE PRICE RPS INC84%
(Not disclosed)16%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $680K premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$475K
Short-term disability$475K
Long-term disability$475K
Other$475K
Dental$205K
Vision$205K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

70%top

USABLE LIFE70%
CIGNA HEALTH AND LIFE INSURANCE COMPANY30%

Broker market share

Schedule A broker compensation

Split broker

64%top

SCOTT INSURANCE64%
MOSAIC GROUP SERVICES36%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT

401k

Assets$30.0M

Participants441

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

KURZ AMERICA EMPLOYEES PENSION PLAN

TraditionalDB

Assets$5.6M

Participants96

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#510