Retirement plan

CATALYST CALIFORNIA 403(B) PLAN

Name: CATALYST CALIFORNIA - CATALYST CALIFORNIA 403(B) PLAN (2023) Form 5500
Creator: CATALYST CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATALYST CALIFORNIA 403(B) PLAN, CATALYST CALIFORNIA

CATALYST CALIFORNIAEIN 95-4835230Plan #002PY 2023

1910 W SUNSET BLVD, STE 500 - LOS ANGELES, CA 90026213-406-9103catalystcalifornia.orgLinkedIn11-50 employeespublic policy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+679.0% from 2022

Total participants

+14.0% from 2022

Average account balance

$20,615

+561.4% from 2022

Annual return

240.45%

+240.45 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.07M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

137.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$617K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+33.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$342

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 codes2F2G2L2M2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

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

$13K

$244 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.226%

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

$20,615

$57,330-64.0%

$86,656-76.2%

$75,177-72.6%

Participation rate

92.7%

63.2%+29.5pp

71.7%+21.0pp

67.2%+25.5pp

Annual return

240.45%

2675.40%-2434.9pp

593.09%-352.6pp

160.75%+79.7pp

Employer contribution / active EE

$2,586

$2,316+11.6%

$3,025-14.5%

$2,671-3.2%

Participant deferral / active EE

$8,713

$3,320+162.4%

$4,439+96.3%

$4,126+111.2%

Admin fee / account holder

$253

$4,115-93.9%

$5,619-95.5%

$5,651-95.5%

CATALYST CALIFORNIA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATALYST CALIFORNIA 403(B) 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