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

Evensky & KATZ, LLC's plan reported $26.0M in assets and 39 participants for 2024.

Original filing (PDF)20250515141703NAL0019600049001

Evensky & KATZ, LLC

Name: Evensky & KATZ, LLC — Evensky & KATZ Profit Sharing, Form 5500 (2024)
Creator: Evensky & KATZ, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evensky & KATZ Profit Sharing Plan

401(k) retirement plan · Evensky & KATZ, LLC's Evensky & KATZ Profit Sharing Plan held $26.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.0M

Net assets (EOY)

$26.0M

People on this filing

MENA Bielow signed Evensky & KATZ, LLC's 2024 Form 5500 as plan administrator.

MENA Bielow — 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

Evensky & KATZ, LLC's EIN is 20-8261109.

EIN 20-8261109

Plan number 001

Plan year 2024

ACK ID 20250515141703NAL0019600049001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evensky & KATZ, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off