P 401(k) Plan Report

Stable plan record

KATZ WEALTH MANAGEMENT GROUP LLC

Sponsored by KATZ WEALTH MANAGEMENT GROUP LLC · EIN/PN 871017240-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$24,668
Administrative cost per participant
2025
$676
Active participants
2025
3
Total plan assets
2025
$516,126
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721170035NAL00168237140013$24,668
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.