Assets by plan
Share of aggregate retirement assets
Filings through .
Kurz Transfer Products, LP
EIN 23-2677477ManufacturingLatest filing 2025
Plans
3
Retirement
2
$37.4M assets
Health & Benefits
1
$680K premiums
Participants
920
11836 PATTERSON ROAD - HUNTERSVILLE, NC 28078704-927-3700
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.4M assets / 586 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- T ROWE PRICE RPS INC$31.8M
- (Not disclosed)$5.6M
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT
401(k)
Assets$31.8M
Participants490
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KURZ AMERICA EMPLOYEES PENSION PLAN
Traditional DB
Assets$5.6M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
KURZ TRANSFER PRODUCTS, L.P. WELFARE PLAN
Mixed - USABLE LIFE
Premiums$680K
Covered lives353
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT | 401(k) | $31.8M | 490 | 2025 |
| #001 | KURZ AMERICA EMPLOYEES PENSION PLAN | Traditional DB | $5.6M | 96 | 2025 |
- #002 · 401(k) · 2025490
- #001 · Traditional DB · 202596
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | KURZ TRANSFER PRODUCTS, L.P. WELFARE PLAN | Mixed | USABLE LIFE | $680K | 353 | 2025 |
- #510 · Mixed · USABLE LIFE · 2025353
Retirement plans
Health & Benefits plans