Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATZKE MILLER & MOERGENBESSER LLP
EIN 47-3602713Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
10
1095 PARK AVE APT 18 A - NEW YORK, NY 101281154646-527-7240
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 10 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
KATKZE & MORGENBESSER LLP CASH BALANCE PLAN
CashBalance
Assets$5.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATZKE MILLER & MORGENBESSER LLP 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants6
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 | KATKZE & MORGENBESSER LLP CASH BALANCE PLAN | CashBalance | $5.2M | 4 | 2025 | |
| 002 | KATZKE MILLER & MORGENBESSER LLP 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 6 | 2025 |
Retirement plans