Plan Snapshot
- Plan Sponsor: Katz & Associates INC.
- Sponsor EIN: 880285918
- Sponsor Address: 591 CAMINO DE LA REINA SUITE 407, SAN DIEGO, CA, 92108
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 39 | $2.4M | $86,384 | $0 |
| 2022 | 43 | $1.8M | $171,514 | $0 |