What public Form 5500 filings show about the Moses KATZ and Associates 401(k) plan — and how to find and check your own account.
Moses KATZ and Associates (EIN 26-2120957) reports MOSES KATZ AND ASSOCIATES PROFIT SHARING PLAN on its most recent Form 5500, with $419K in plan assets across 14 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 Moses KATZ and Associates filing — schedules, fees, and providers.
Moses KATZ and Associates’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 Moses KATZ and AssociatesHR for the recordkeeper’s name and login.
