Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
NAOMI KATZOWITZ, DVM, P.A.
EIN 80-0531248Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
13604 FIREWOOD COURT - WELLINGTON, FL 33414561-502-7086
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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
DR. NAOMI KATZOWITZ, DVM, P.A. 401(K) PLAN
401k
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NAOMI KATZOWITZ, DVM, P.A. CASH BALANCE PLAN
CashBalance
Assets$571K
Participants2
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 | DR. NAOMI KATZOWITZ, DVM, P.A. 401(K) PLAN | 401k | $1.2M | 2 | 2025 | |
| 002 | NAOMI KATZOWITZ, DVM, P.A. CASH BALANCE PLAN | CashBalance | $571K | 2 | 2025 |
Retirement plans