How big is Jennifer KATZ, Inc.'s plan?

Jennifer KATZ, Inc.'s plan reported $393K in assets and 11 participants for 2025.

Original filing (PDF)20260504153028NAL0000021104001

Jennifer KATZ, Inc.

Name: Jennifer KATZ, Inc. — Jennifer KATZ, Inc. 401(k), Form 5500 (2025)
Creator: Jennifer KATZ, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jennifer KATZ, Inc. 401(k) Plan

401(k) retirement plan · Jennifer KATZ, Inc.'s Jennifer KATZ, Inc. 401(k) Plan held $393K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

Plan identifiers

Jennifer KATZ, Inc.'s EIN is 51-0638991.

EIN 51-0638991

Plan number 001

Plan year 2025

ACK ID 20260504153028NAL0000021104001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jennifer KATZ, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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