How big is KATZ Compliance, LLC's plan?

KATZ Compliance, LLC's plan reported $415K in assets and 13 participants for 2024.

Original filing (PDF)20251007081555NAL0002506595001

KATZ Compliance, LLC

Name: KATZ Compliance, LLC — KATZ Compliance, LLC 401(k), Form 5500 (2024)
Creator: KATZ Compliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ Compliance, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · KATZ Compliance, LLC's KATZ Compliance, LLC 401(k) Profit Sharing Plan and Trust held $415K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

Plan identifiers

KATZ Compliance, LLC's EIN is 88-4388504.

EIN 88-4388504

Plan number 001

Plan year 2024

ACK ID 20251007081555NAL0002506595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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