How big is KATZ Wealth Management Group LLC's plan?

KATZ Wealth Management Group LLC's plan reported $341K in assets and 3 participants for 2024.

Original filing (PDF)20250718192529NAL0002359313001

KATZ Wealth Management Group LLC

Name: KATZ Wealth Management Group LLC — Form 5500 (2024)
Creator: KATZ Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · KATZ Wealth Management Group LLC held $341K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

People on this filing

Shirley Horner signed KATZ Wealth Management Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Wealth Management Group LLC's EIN is 87-1017240.

EIN 87-1017240

Plan number 001

Plan year 2024

ACK ID 20250718192529NAL0002359313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATZ Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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