Retirement plan

CATALYST CONSULTING GROUP, INC. 401(K) PLAN

Name: CATALYST CONSULTING GROUP, INC. - CATALYST CONSULTING GROUP, INC. 401(K) PLAN (2024) Form 5500
Creator: CATALYST CONSULTING GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATALYST CONSULTING GROUP, INC. 401(K) PLAN, CATALYST CONSULTING GROUP, INC.

CATALYST CONSULTING GROUP, INC.EIN 36-3826522Plan #001PY 2024

211 WEST WACKER DRIVE, SUITE 450 - CHICAGO, IL 606061390312-499-2000catconsult.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$8.2M

+27.4% from 2023

Total participants

111

-5.1% from 2023

Average account balance

$75,037

+34.4% from 2023

Annual return

21.93%

-9.79 pp from 2023

Benchmarks

See 28,877 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,877 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.18M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

109

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.

198.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$613K

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

+21.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2427

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$264K

$4809 / participant

Other / not subdivided$264K100.0%

% of EOY assets

3.234%

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

$75,037

$102,429-26.7%

$147,096-49.0%

$80,925-7.3%

Participation rate

96.4%

75.9%+20.5pp

82.2%+14.2pp

67.7%+28.7pp

Annual return

21.93%

135.02%-113.1pp

419.75%-397.8pp

35.65%-13.7pp

Employer contribution / active EE

$2,738

$3,716-26.3%

$4,936-44.5%

$2,756-0.7%

Participant deferral / active EE

$8,407

$6,649+26.4%

$8,071+4.2%

$4,299+95.6%

Admin fee / account holder

$2,427

$7,957-69.5%

$13,005-81.3%

$6,940-65.0%

CATALYST CONSULTING GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATALYST CONSULTING GROUP, INC. 401(K) 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