How big is Katrixllc's plan?

Katrixllc's plan reported $2K in assets and 96 participants for 2023.

Original filing (PDF)20241022051521NAL0002270033001

Katrixllc

Name: Katrixllc — Katrix LLC-401(k) Plan, Form 5500 (2023)
Creator: Katrixllc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katrix LLC-401(k) Plan

401(k) retirement plan · Katrixllc's Katrix LLC-401(k) Plan held $2K in plan assets for 96 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

KATE Okusanya signed Katrixllc's 2023 Form 5500 as plan administrator.

KATE Okusanya — 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

Katrixllc's EIN is 45-4971270.

EIN 45-4971270

Plan number 001

Plan year 2023

ACK ID 20241022051521NAL0002270033001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Katrixllc from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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.

Plan sponsor

Name

KATRIXLLC

EIN

all filings

Address

434 RIDGEDALE AVE · STE 11 · EAST HANOVER, NJ · 07936

Phone

(908) 304-5313

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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