Original filing (PDF)20250916140645NAL0002039489001

THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C.

Name: THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C. — TERRY KATZ & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

TERRY KATZ & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C..

Plan sponsor

Name

THE LAW OFFICES OF TERRY KATZ & ASSOCIATES, P.C.

EIN

20-3704535all filings

Address

505 RXR PLAZA · UNIONDATLE, NY · 11556

Phone

(516) 997-0997

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator