Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSES KATZ AND ASSOCIATES
EIN 26-2120957architecture & planningLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
389 WILLOUGHBY AVE., SUITE #101 - BROOKLYN, NY 11205718-517-7164mkatzdesign.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 26 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#002
MOSES KATZ AND ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$867K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MOSES KATZ AND ASSOCIATES PROFIT SHARING PLAN
401k
Assets$419K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOSES KATZ AND ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $867K | 9 | 2024 | |
| 001 | MOSES KATZ AND ASSOCIATES PROFIT SHARING PLAN | 401k | $419K | 17 | 2025 |
Retirement plans