THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. 401(k) Plan
What public Form 5500 filings show about the THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. 401(k) plan — and how to find and check your own account.
The THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. 401(k) on its latest Form 5500
THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. (EIN 20-3704535) reports TERRY KATZ & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $303K in plan assets across 19 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 THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. filing — schedules, fees, and providers.
Who runs the THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. 401(k)?
THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C.’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 THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C.HR for the recordkeeper’s name and login.
How to check your THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. 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).