How big is KATZ Dochtermann & Epstein, Inc.'s plan?

KATZ Dochtermann & Epstein, Inc.'s plan reported $3.4M in assets and 41 participants for 2024.

Original filing (PDF)20250603110428NAL0010641969001

KATZ Dochtermann & Epstein, Inc.

Name: KATZ Dochtermann & Epstein, Inc. — KD & E Advertisin, Form 5500 (2024)
Creator: KATZ Dochtermann & Epstein, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KD & E Advertising Inc. 401(k) Plan

401(k) retirement plan · KATZ Dochtermann & Epstein, Inc.'s KD & E Advertising Inc. 401(k) Plan held $3.4M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Jennifer Abdelshahed signed KATZ Dochtermann & Epstein, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Abdelshahed — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KATZ Dochtermann & Epstein, Inc.'s EIN is 13-3627183.

EIN 13-3627183

Plan number 001

Plan year 2024

ACK ID 20250603110428NAL0010641969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATZ Dochtermann & Epstein, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ Dochtermann & Epstein, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATZ DOCHTERMANN & EPSTEIN, INC..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off