Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $27.5M assets / 53 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TORKILDSON KATZ, A LAW CORPORATION PROFIT SHARING PLAN | 401(k) | $26.1M | 36 | 2025 |
| #004 | TORKILDSON KATZ, A LAW CORP. - 401(K) PLAN | 401(k) | $1.3M | 17 | 2025 |