How big is Katek Management Services LLC's plan?

Katek Management Services LLC's plan reported $249K in assets and 19 participants for 2024.

Original filing (PDF)20251001104056NAL0012486881001

Katek Management Services LLC

Name: Katek Management Services LLC — Katek Management, Form 5500 (2024)
Creator: Katek Management Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katek Management Services LLC- 401(k)

401(k) retirement plan · Katek Management Services LLC's Katek Management Services LLC- 401(k) held $249K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Frank Svitek signed Katek Management Services LLC's 2024 Form 5500 as plan administrator.

Frank Svitek — 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

Katek Management Services LLC's EIN is 36-4697062.

EIN 36-4697062

Plan number 001

Plan year 2024

ACK ID 20251001104056NAL0012486881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katek Management Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katek Management Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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