MOSES KATZ AND ASSOCIATES 401(k) Plan
What public Form 5500 filings show about the MOSES KATZ AND ASSOCIATES 401(k) plan — and how to find and check your own account.
The MOSES KATZ AND ASSOCIATES 401(k) on its latest Form 5500
MOSES KATZ AND ASSOCIATES (EIN 26-2120957) reports MOSES KATZ AND ASSOCIATES PROFIT SHARING PLAN on its most recent Form 5500, with $369K in plan assets across 15 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.
Who runs the MOSES KATZ AND ASSOCIATES 401(k)?
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.
How to check your MOSES KATZ AND ASSOCIATES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MOSES KATZ AND ASSOCIATES HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
