Catalyst, Inc. Retirement And Savings Plan
Sponsored by Catalyst, Inc. · EIN 131992402 · Plan #002
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 66
- With balances
- 207
Plan year beginning 09/01/2024 · Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Catalyst Inc | Other fees | $56,200 |
| Cbiz Cpas P.C. | Accounting | $20,000 |
| Capfinancial Partners | Investment advisory (plan) | $6,125 |
| Tiaa | Contract administrator | $4,188 |