How big is Katzakian Law PC's plan?

Katzakian Law PC's plan reported $421K in assets and 11 participants for 2024.

Original filing (PDF)20250613124913NAL0017575121001

Katzakian Law PC

Name: Katzakian Law PC — Katzakian Law 401(k) Plan, Form 5500 (2024)
Creator: Katzakian Law PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katzakian Law 401(k) Plan

401(k) retirement plan · Katzakian Law PC's Katzakian Law 401(k) Plan held $421K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Joseph Katzakian signed Katzakian Law PC's 2024 Form 5500 as plan administrator.

Joseph Katzakian — 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

Katzakian Law PC's EIN is 87-2037635.

EIN 87-2037635

Plan number 001

Plan year 2024

ACK ID 20250613124913NAL0017575121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katzakian Law PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katzakian Law PC'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 KATZAKIAN LAW PC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KATZAKIAN LAW PC

EIN

all filings

Address

269 MT. HERMON RD · STE 208 · SCOTTS VALLEY, CA · 95066

Phone

(408) 816-8837

Industry

Law Offices· Professional & Technical Services

Plan administrator