How big is KATZ Watson Group, Inc.'s plan?

KATZ Watson Group, Inc.'s plan reported $2.9M in assets and 2 participants for 2024.

Original filing (PDF)20250930161438NAL0029746930001

KATZ Watson Group, Inc.

Name: KATZ Watson Group, Inc. — KATZ Watson Group, Inc., Form 5500 (2024)
Creator: KATZ Watson Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ Watson Group, Inc. Retirement Plan

401(k) retirement plan · KATZ Watson Group, Inc.'s KATZ Watson Group, Inc. Retirement Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

KATZ Watson Group, Inc.'s EIN is 52-2234045.

EIN 52-2234045

Plan number 001

Plan year 2024

ACK ID 20250930161438NAL0029746930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATZ Watson Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ Watson Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

KATZ WATSON GROUP, INC.

EIN

all filings

Address

P.O. BOX 151579 · CHEVY CHASE, MD · 20825

Phone

(202) 262-8901

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator