Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
THE MARTIN A. KATZ COMPANY, INC.
EIN 95-4590151luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
17
190 N. CANON DR., SUITE 500 - BEVERLY HILLS, CA 90210310-276-7200martinkatz.comLinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 17 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#002
THE MARTIN A. KATZ COMPANY CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE MARTIN A. KATZ COMPANY PROFIT SHARING 401K PLAN
401k
Assets$2.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE MARTIN A. KATZ COMPANY CASH BALANCE PLAN | CashBalance | $2.3M | 5 | 2025 | |
| 001 | THE MARTIN A. KATZ COMPANY PROFIT SHARING 401K PLAN | 401k | $2.3M | 12 | 2025 |
Retirement plans