LAW OFFICE OF SUSAN A. KATZEN, P.C. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAW OFFICE OF SUSAN A. KATZEN, P.C..
Plan sponsor
Name
LAW OFFICE OF SUSAN A. KATZEN, P.C.
EIN
92-3348733
Address
1301 DOVE STREET SUITE 750 · NEWPORT BEACH, CA · 92660
Phone
(714) 374-2244
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
1C · Cash balance or similar hybrid DB
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
Related plans
Similar-size All Other Professional Services plans
