Kirt04, Inc. 401(k) Plan: Login, Facts & Contact Information

Kirt04, Inc. 401(k) Plan Facts

Plan name
KIRT04 PEO RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KIRT04, INC.
Participants
230 (208 active employees)
Plan assets
$2,285,626 at Dec 31, 2024
Average account balance
$21,768 across 105 accounts
Employer contributions
$154,718 in plan year 2024 (41% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2016
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $378,929 went into the plan in contributions, $154,718 of it from the employer (41%).
  • $23,685 was paid out to participants.
  • Investment and other income added $154,305.

How the Kirt04, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019160$1.08 million$55,915$23,334
2020155$1.31 million$60,603$65,252
2021159$1.26 million$97,633$317,258
2022170$1.41 million$133,486$49,737
2023225$1.86 million$149,737$29,807
2024230$2.29 million$154,718$23,685

Kirt04, Inc. 401(k) Contact Information

Phone
941-235-8063
Mailing address
24730 SANDHILL BLVD., NO. 902, PUNTA GORDA FL 33983
Plan sponsor
KIRT04, INC.
Plan administrator
3(16) FIDUCIARY SERVICES CORPORATION
Employer identification number (EIN)
45-1965930
Plan number
001

Questions about the Kirt04, Inc. 401(k)

Does Kirt04, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $154,718, 41% of all contributions.

Does the Kirt04, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Kirt04, Inc 401(k) plan?

230 participants at the start of plan year 2024, 208 of them active employees.

What is the average 401(k) balance at Kirt04, Inc?

About $21,768 per account: $2.29 million in plan assets across 105 accounts with a balance at the end of plan year 2024.

Who manages the Kirt04, Inc 401(k) accounts?

Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kirt04, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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