Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST
EIN 13-3919056Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
19
3 PARAGON DRIVE, SUITE 200 - MONTVALE, NY 07645845-357-0170
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST
401k
Assets$6.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
PKA TECHNOLOGIES, INC. 401(K) PLAN
401k
Assets$8K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST | 401k | $6.1M | 14 | 2024 | |
| 005 | PKA TECHNOLOGIES, INC. 401(K) PLAN | 401k | $8K | 5 | 2024 |
Retirement plans