How big is KATZ & Fleming, LLC's plan?

KATZ & Fleming, LLC's plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20250625125839NAL0008128561001

KATZ & Fleming, LLC

Name: KATZ & Fleming, LLC — Robert N. KATZ 401(k) Profit, Form 5500 (2024)
Creator: KATZ & Fleming, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert N. KATZ 401(k) Profit Sharing Plan

401(k) retirement plan · KATZ & Fleming, LLC's Robert N. KATZ 401(k) Profit Sharing Plan held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

KATZ & Fleming, LLC's EIN is 20-5347114.

EIN 20-5347114

Plan number 001

Plan year 2024

ACK ID 20250625125839NAL0008128561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ & Fleming, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 & FLEMING, LLC.

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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