Sponsor portfolio
CATALYST PRIVATE WEALTH
EIN 82-3391858financial servicesLatest filing 2025
Plans
1
Retirement
1
$402K assets
Welfare
0
Participants
5
3 EAST THIRD AVE., SUITE 323 - SAN MATEO, CA 94401415-316-8056catalystprivatewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CATALYST PRIVATE WEALTH 401(K) PLAN | 401k | $402K | 5 | 2025 |
Retirement plans