Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KURTZ BROS., INC.
EIN 25-0605470ManufacturingLatest filing 2025
Plans
2
Retirement
2
$16.2M assets
Welfare
0
Participants
178
400 REED ST, PO BOX 392 - CLEARFIELD, PA 16830814-765-6561
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.2M assets / 178 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
KURTZ BROS. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.9M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KURTZ BROS., INC. RETIREMENT SAVINGS PLAN
401k
Assets$6.3M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KURTZ BROS. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.9M | 81 | 2025 | |
| 003 | KURTZ BROS., INC. RETIREMENT SAVINGS PLAN | 401k | $6.3M | 97 | 2025 |
Retirement plans