Retirement plan

COMMUNITY CATALYST, INC. RETIREMENT PLAN

Name: COMMUNITY CATALYST, INC. - COMMUNITY CATALYST, INC. RETIREMENT PLAN (2024) Form 5500
Creator: COMMUNITY CATALYST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY CATALYST, INC. RETIREMENT PLAN, COMMUNITY CATALYST, INC.

COMMUNITY CATALYST, INC.EIN 04-3355127Plan #001PY 2024

2 LIBERTY SQUARE, FLOOR 11 - BOSTON, MA 02109617-275-2818communitycatalyst.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.9M

+16.1% from 2023

Total participants

148

-7.5% from 2023

Average account balance

$56,077

+19.4% from 2023

Annual return

22.85%

+4.95 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.85M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$56K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

140

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$179

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848	Advisory (Plan)	$21,492

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$25K

$264 / participant

Recordkeeping$3K10.4%
Investment mgmt$21K85.6%
Other / not subdivided$1K4.0%

% of EOY assets

0.320%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JOHNSON O'CONNOR FERON & CARUCCI
Auditor EIN: 203985546
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,077

$81,358-31.1%

$155,556-64.0%

$80,959-30.7%

Participation rate

91.6%

66.3%+25.3pp

78.2%+13.4pp

67.7%+23.9pp

Annual return

22.85%

33.39%-10.5pp

64.84%-42.0pp

35.67%-12.8pp

Employer contribution / active EE

$5,132

$3,106+65.2%

$4,675+9.8%

$2,757+86.1%

Participant deferral / active EE

$6,194

$3,455+79.3%

$5,631+10.0%

$4,300+44.0%

Admin fee / account holder

$179

$7,994-97.8%

$15,885-98.9%

$6,925-97.4%

Provider

Service type

Compensation

SENTINEL PENSION ADVISORS3 years

Service code 27 · EIN 04-3422848

Advisory (Plan)

$21,492

COMMUNITY CATALYST, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY CATALYST, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion