Retirement plan

CATALYST COMMERCIAL, INC. PROFIT SHARING PLAN

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

CATALYST COMMERCIAL, INC.EIN 32-0041234Plan #001PY 2024

3838 OAK LAWN AVENUE, SUITE 1230 - DALLAS, TX 75219214-799-4811catalystcommercial.netLinkedIn1-10 employeesreal estate

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$167K

+325.4% from 2023

Total participants

+200.0% from 2023

Average account balance

$83,687

+112.7% from 2023

Annual return

-9.45%

-9.45 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$167K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

-9.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$227

$76 / participant

Other / not subdivided$227100.0%

% of EOY assets

0.136%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,687

$211,288-60.4%

$178,540-53.1%

$145,884-42.6%

Participation rate

66.7%

80.8%-14.1pp

77.1%-10.4pp

80.3%-13.6pp

Annual return

-9.45%

30.27%-39.7pp

27.15%-36.6pp

551.85%-561.3pp

Employer contribution / active EE

$26,417

$4,574+477.6%

$3,953+568.3%

$4,662+466.6%

Participant deferral / active EE

$17,500

$6,967+151.2%

$6,281+178.6%

$6,690+161.6%

Admin fee / account holder

$114

$12,105-99.1%

$10,424-98.9%

$13,392-99.2%

CATALYST COMMERCIAL, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATALYST COMMERCIAL, INC. PROFIT SHARING 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