What public Form 5500 filings show about the Daniel Mark KATZ Co., L.P.A. 401(k) plan — and how to find and check your own account.
Daniel Mark KATZ Co., L.P.A. (EIN 34-1288661) reports DANIEL MARK KATZ CO., L.P.A. 401(K) PLAN on its most recent Form 5500, with $206K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Daniel Mark KATZ Co., L.P.A. filing — schedules, fees, and providers.
Daniel Mark KATZ Co., L.P.A.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Daniel Mark KATZ Co., L.P.A.HR for the recordkeeper’s name and login.
