How big is Katonah Management Services LL's plan?

Katonah Management Services LL's plan reported $339K in assets and 22 participants for 2024.

Original filing (PDF)20251008122618NAL0003276611001

Katonah Management Services LL

Name: Katonah Management Services LL — Katonah Management, Form 5500 (2024)
Creator: Katonah Management Services LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katonah Management Services LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Katonah Management Services LL's Katonah Management Services LL 401(k) Profit Sharing Plan & Trust held $339K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

People on this filing

Tyler Lendzion signed Katonah Management Services LL's 2024 Form 5500 as plan administrator.

Tyler Lendzion — 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

Katonah Management Services LL's EIN is 99-0481201.

EIN 99-0481201

Plan number 001

Plan year 2024

ACK ID 20251008122618NAL0003276611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katonah Management Services LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katonah Management Services LL'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 KATONAH MANAGEMENT SERVICES LL.

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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

Knocking points off