Retirement plan

CATCH MEDICAL 401(K) PSP

Name: CATCH MEDICAL, LLC - CATCH MEDICAL 401(K) PSP (2024) Form 5500
Creator: CATCH MEDICAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATCH MEDICAL 401(K) PSP, CATCH MEDICAL, LLC

CATCH MEDICAL, LLCEIN 93-2707375Plan #001PY 2024

13354 GOLF CREST CIRCLE - TAMPA, FL 33618813-240-3215LinkedIn1-10 employeesmedical devices

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$145K

No prior year

Total participants

No prior year

Average account balance

$12,099

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 23,012 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort23,012 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J2R3D2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$157

$9 / participant

Other / not subdivided$157100.0%

% of EOY assets

0.108%

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

$12,099

$117,829-89.7%

$102,423-88.2%

$145,877-91.7%

Participation rate

70.6%

78.6%-8.0pp

76.5%-5.9pp

80.3%-9.7pp

Annual return

0.00%

31.83%-31.8pp

29.42%-29.4pp

551.28%-551.3pp

Employer contribution / active EE

$3,213

$3,615-11.1%

$3,023+6.3%

$4,663-31.1%

Participant deferral / active EE

$5,208

$5,732-9.2%

$5,054+3.0%

$6,691-22.2%

Admin fee / account holder

$13

$13,335-99.9%

$9,455-99.9%

$13,402-99.9%

CATCH MEDICAL 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATCH MEDICAL 401(K) PSP

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