How big is KATI LLC DBA KATI Portland's plan?

KATI LLC DBA KATI Portland's plan reported $3K in assets and 11 participants for 2024.

Original filing (PDF)20251009160239NAL0003737235001

KATI LLC DBA KATI Portland

Name: KATI LLC DBA KATI Portland — KATI LLC 401(k) Plan, Form 5500 (2024)
Creator: KATI LLC DBA KATI Portland
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATI LLC 401(k) Plan

401(k) retirement plan · KATI LLC DBA KATI Portland's KATI LLC 401(k) Plan held $3K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Richard Tatum signed KATI LLC DBA KATI Portland's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

KATI LLC DBA KATI Portland's EIN is 81-3257650.

EIN 81-3257650

Plan number 001

Plan year 2024

ACK ID 20251009160239NAL0003737235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATI LLC DBA KATI Portland from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATI LLC DBA KATI Portland's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score