Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
KATZ, GOLDSTEIN & WARREN, P.C.
EIN 36-4223368legal servicesLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
34
2345 WAUKEGAN ROAD, SUITE 150 - BANNOCKBURN, IL 60015847-317-9500kgwlaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 34 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#001
KATZ, GOLDSTEIN & WARREN 401(K) SAVINGS PLAN AND TRUST
401k
Assets$9.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KATZ, GOLDSTEIN & WARREN, P. C. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATZ, GOLDSTEIN & WARREN 401(K) SAVINGS PLAN AND TRUST | 401k | $9.1M | 19 | 2025 | |
| 003 | KATZ, GOLDSTEIN & WARREN, P. C. CASH BALANCE PLAN | CashBalance | $3.1M | 15 | 2025 |
Retirement plans