KATZ Wealth Management Group LLC
EIN 87-1017240ATLANTA, GA
KATZ Wealth Management Group LLC (EIN 87-1017240) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $516K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
3
Total assets
$516K
A KATZ Wealth Management Group LLC employee? See the KATZ Wealth Management Group LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 87-1017240
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| KATZ Wealth Management Group LLC | 001 | 3 | $516K |
About this EIN
87-1017240 is the Employer Identification Number (EIN) KATZ Wealth Management Group LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Georgia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

