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Sponsor portfolio

BENJAMIN KATZ, LTD

EIN 20-5443392-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
2
2425 BRIAN DRIVE - BEACHWOOD, OH 44122216-264-7794
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 2 part#001401k-$2K - 0 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CASH BALANCE PLAN (#002)100%
  • KATZ, LTD 401(K) (#001)0%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FINDMYBENEFITS.COM CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BENJAMIN KATZ, LTD 401(K) PLAN

401k

Assets$2K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FINDMYBENEFITS.COM CASH BALANCE PLANCashBalance$1.8M22024
001BENJAMIN KATZ, LTD 401(K) PLAN401k$2K02024
Retirement plans
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