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Sponsor portfolio

ARTHUR GARY KATZ

EIN 27-0657958-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
3
7 ELM PLACE - NORTH CALDWELL, NJ 070064512201-417-1860
Plans on this EIN
2 filings
#001CashBalance-$2.2M - 2 part#002401k-$74K - 1 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • CASH BALANCE PLAN (#001)97%
  • PLAN & TRUST (#002)3%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • PLAN & TRUST (#002)1
Total 3Click 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#001

ARTHUR GARY KATZ CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$74K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARTHUR GARY KATZ CASH BALANCE PLANCashBalance$2.2M22024
002ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST401k$74K12024
Retirement plans
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