What public Form 5500 filings show about the KATZ & Associates Inc. 401(k) plan — and how to find and check your own account.
KATZ & Associates Inc. (EIN 88-0285918) reports KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.2M in plan assets across 32 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 KATZ & Associates Inc. filing — schedules, fees, and providers.
KATZ & Associates Inc.’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 KATZ & Associates Inc.HR for the recordkeeper’s name and login.
