Original filing (PDF)20250929111556NAL0026580034001

KATZEN MARSHALL & ASSOCIATES I

Name: KATZEN MARSHALL & ASSOCIATES I — KATZEN MARSHALL & ASSOCIATES I 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KATZEN MARSHALL & ASSOCIATES I

Form 5500-SF

FILING_RECEIVED

KATZEN MARSHALL & ASSOCIATES I 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATZEN MARSHALL & ASSOCIATES I.

Plan sponsor

Name

KATZEN MARSHALL & ASSOCIATES I

EIN

75-2543011

Address

14800 QUORUM DR STE 450 LB 20 · DALLAS, TX · 75254

Phone

(872) 992-8258

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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