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  2. ARTHUR KATZ, MD, SC
Sponsor portfolio

ARTHUR KATZ, MD, SC

EIN 36-3140314-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
72
1950 45TH STREET, SUITE 205 - MUNSTER, IN 46321317-439-0572
Plans on this EIN
2 filings
#002CashBalance-$3.8M - 34 part#001401k-$2.1M - 38 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 72 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PLAN (#002)64%
  • MD, SC 401(K) (#001)36%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, SC 401(K) (#001)38
  • DEFINED BENEFIT PLAN (#002)34
Total 72Click 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

ARTHUR KATZ, M.D., S.C. DEFINED BENEFIT PLAN

CashBalance

Assets$3.8M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ARTHUR KATZ, MD, SC 401(K) PLAN

401k

Assets$2.1M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARTHUR KATZ, M.D., S.C. DEFINED BENEFIT PLANCashBalance$3.8M342024
001ARTHUR KATZ, MD, SC 401(K) PLAN401k$2.1M382025
Retirement plans
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