Original filing (PDF)20250429090430NAL0000322913001

Jacob Feinberg KATZ & Michaeli Consulting Group LLC

Name: Jacob Feinberg KATZ & Michaeli Consulting Group LLC — Form 5500 Plan 001 (2024)
Creator: Jacob Feinberg KATZ & Michaeli Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JFK & M Consulting Group, LLC

401(k) retirement plan · Jacob Feinberg KATZ & Michaeli Consulting Group LLC's JFK & M Consulting Group, LLC held $3.1M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

VU TRAN signed Jacob Feinberg KATZ & Michaeli Consulting Group LLC's 2024 Form 5500 as plan administrator.

VU TRAN — 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

Jacob Feinberg KATZ & Michaeli Consulting Group LLC's EIN is 20-8766715.

EIN 20-8766715

Plan number 001

Plan year 2024

ACK ID 20250429090430NAL0000322913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacob Feinberg KATZ & Michaeli Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob Feinberg KATZ & Michaeli Consulting Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB FEINBERG KATZ & MICHAELI CONSULTING GROUP LLC.

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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