# Peter Katz Associates, INC. Incentive Savings Trust DC Plan
Source: https://planprovider.pro/companies/peter-katz-associates-inc-incentive-savings-trust-plan

> Peter Katz Associates, INC. Incentive Savings Trust's DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peter Katz Associates, INC. Incentive Savings Trust

- **Sponsor EIN:** 133919056

- **Sponsor Address:** 3 PARAGON DRIVE, SUITE 200, MONTVALE, NY, 07645

- **Plan Type:** DC

- **Total Participants:** 14

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|14|$6.1M|$68,697|$116,805|

| 2023|9|$4.7M|$71,766|$108,156|

| 2022|11|$5.5M|$60,198|$134,046|

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