Plan Ledger DOL Form 5500 · updated monthly

Catalist, LLC401(k)

CATALIST, LLC 401(K) PLAN · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
0.28%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Catalist, LLC reported $35,558 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,324 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.24% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in District of Columbia (386th of 618), and 1,249th of 2,199 in information & media. In 2025, employees put in $3.01 for every $1.00 the employer contributed; active participation has grown from 68 to 76 since 2022.

Plan summary
Net assets, end of year$14,390,520
Participants with balances133
Active participants76
Employer contributions$252,621
Employee contributions$759,916
Employer contribution per active participant$3,324
Average account balance$108,199
Benefits paid to participants$317,891
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.4M · 133 accts · $253K emplr
2024$11.4M · 139 accts · $259K emplr
2023$9.6M · 151 accts · $231K emplr
2022$7.6M · 146 accts · $208K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,209
Investment management$30,349
Total administrative$35,558
The Catalist, LLC 401(k) match · 2025
Employer contribution per active participant$3,324
Median for plans this size$2,666
2025$3,324 per active participant
2024$3,495 per active participant
2023$3,163 per active participant
2022$3,066 per active participant

Catalist, LLC's 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$35,558

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$35,558 · 0.28%
2024$24,221 · 0.23%
2023$21,199 · 0.25%
2022$18,873 · 0.24%
Similar plansInformation & Media · District of Columbia
Avoq LLC DC$23.9M · 0.56%
The Washington Times, LLC DC$21.7M · 0.09%
Virtru Corporation DC$15.6M · 0.17%
Third Way DC$12.9M · 0.32%
Ab Pac DC$11.6M · 0.88%
Sayari Labs Inc. DC$11.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203232100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.