Original filing (PDF)20251001140041NAL0014379392001

KATZ & Stefani, LLC

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

Form 5500-SF

FILING_RECEIVED

KATZ & Stefani, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · KATZ & Stefani, LLC's KATZ & Stefani, LLC 401(k) and Profit Sharing Plan held $9.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

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.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KATZ & STEFANI, LLC

EIN

26-1890391all filings

Address

222 NORTH LASALLE STREET · SUITE 2150 · CHICAGO, IL · 60601

Phone

(312) 364-9000

Industry