How big is KATZ Siegel & Maple PL's plan?

KATZ Siegel & Maple PL's plan reported $4.5M in assets and 19 participants for 2024.

Original filing (PDF)20250721103826NAL0002851794001

KATZ Siegel & Maple PL

Name: KATZ Siegel & Maple PL — KATZ Siegel & Maple PL, Form 5500 (2024)
Creator: KATZ Siegel & Maple PL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ Siegel & Maple PL 401(k) Plan

401(k) retirement plan · KATZ Siegel & Maple PL's KATZ Siegel & Maple PL 401(k) Plan held $4.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

TARA L. Fenlon signed KATZ Siegel & Maple PL's 2024 Form 5500 as plan administrator.

TARA L. Fenlon — 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

KATZ Siegel & Maple PL's EIN is 59-3533660.

EIN 59-3533660

Plan number 001

Plan year 2024

ACK ID 20250721103826NAL0002851794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATZ Siegel & Maple PL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ Siegel & Maple PL's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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