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  2. CATALYST, INC.
Sponsor portfolio

CATALYST, INC.

EIN 13-1992402-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$40.2M assets
Welfare
0
Participants
321
120 WALL STREET 15TH FLOOR - NEW YORK, NY 100053904212-514-7600catalyst.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$33.3M - 209 part#003403b-$6.9M - 112 part

Retirement portfolio analytics

2 plans aggregated / $40.2M assets / 321 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • RETIREMENT AND Savings (#002)83%
  • DEFERRED ANNUITY PLAN (#003)17%
Total $40.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#002)209
  • DEFERRED ANNUITY PLAN (#003)112
Total 321Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CATALYST, INC. RETIREMENT AND SAVINGS PLAN

403b

Assets$33.3M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

CATALYST INC 403 (B) TAX DEFERRED ANNUITY PLAN

403b

Assets$6.9M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CATALYST, INC. RETIREMENT AND SAVINGS PLAN403b$33.3M2092025
003CATALYST INC 403 (B) TAX DEFERRED ANNUITY PLAN403b$6.9M1122024
Retirement plans
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