Retirement plan

CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN

Name: CATALYTIC INDUSTRIAL GROUP, INC. - CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN (2023) Form 5500
Creator: CATALYTIC INDUSTRIAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN, CATALYTIC INDUSTRIAL GROUP, INC.

CATALYTIC INDUSTRIAL GROUP, INC.EIN 48-1010797Plan #001PY 2023

PO BOX 827 - INDEPENDENCE, KS 673010827620-331-0750cat-group.comLinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

-0.1% from 2022

Total participants

-10.3% from 2022

Average account balance

$160,888

+15.3% from 2022

Annual return

14.07%

+32.71 pp from 2022

Benchmarks

See 14,456 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,456 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.36M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$278K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21244

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$873K

$24930 / participant

Other / not subdivided$873K100.0%

% of EOY assets

20.859%

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

$160,888

$80,992+98.6%

$96,534+66.7%

$75,173+114.0%

Participation rate

74.3%

71.8%+2.5pp

76.0%-1.7pp

67.2%+7.1pp

Annual return

14.07%

27.05%-13.0pp

25.88%-11.8pp

160.72%-146.7pp

Employer contribution / active EE

$2,136

$2,283-6.4%

$2,965-28.0%

$2,671-20.0%

Participant deferral / active EE

$5,788

$3,929+47.3%

$4,851+19.3%

$4,126+40.3%

Admin fee / account holder

$33,559

$6,717+399.6%

$8,253+306.6%

$5,651+493.9%

CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' 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