Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOURTIS PROPERTY MANAGEMENT, INC.
EIN 73-1507392real estateLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 16 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#002
KOURTIS PROPERTY MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KOURTIS PROPERTY MANAGEMENT, INC. 401(K) PLAN
ProfitSharing
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KOURTIS PROPERTY MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $2.1M | 8 | 2024 | |
| 001 | KOURTIS PROPERTY MANAGEMENT, INC. 401(K) PLAN | ProfitSharing | $1.3M | 8 | 2024 |
Retirement plans