Jeffrey S. KATZ, D.P.M., P.A. 401(k) Profit Sharing Plan
401(k) retirement plan · Jeffrey S. KATZ, D.P.M., P.A.'s Jeffrey S. KATZ, D.P.M., P.A. 401(k) Profit Sharing Plan held $2.3M in plan assets for 19 participants in 2024.
Active participants
19
Accounts w/ balance
6
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
57
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY S. KATZ, D.P.M., P.A..
