Plan Ledger DOL Form 5500 · updated monthly

Catalyst Exhibits, Inc.401(k)

CATALYST EXHIBITS, INC. 401(K) PLAN · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Catalyst Exhibits, Inc. reported $79,917 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $3,923 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 has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 768th-largest of 1,936 plans among Wisconsin employers on file, and the 575th of 2,096 in real estate & leasing. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has grown from 116 to 133 since 2022.

Plan summary
Net assets, end of year$23,297,691
Participants with balances205
Active participants133
Employer contributions$521,807
Employee contributions$1,208,190
Employer contribution per active participant$3,923
Average account balance$113,647
Benefits paid to participants$1,163,226
Plan auditUnmodified (clean) audit opinion
AuditorPASQUESI SHEPPARD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 205 accts · $522K emplr
2023$19.9M · 231 accts · $544K emplr
2022$15.5M · 218 accts · $468K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,917
Total administrative$79,917
The Catalyst Exhibits, Inc. 401(k) match · 2024
Employer contribution per active participant$3,923
Median for plans this size$2,416
2024$3,923 per active participant
2023$4,181 per active participant
2022$4,033 per active participant

Catalyst Exhibits, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$8,277
HOWARD SIMON & ASSOCIATES, INC. · Contract administrator$150
ROTHSCHILD INVESTMENT CORPORATIONindirect comp

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

Administrative cost history3
2024$79,917 · 0.37%
2023$62,815 · 0.36%
2022$59,602 · 0.36%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Gorman & Company, LLC WI$35.8M · 0.30%
Shorewest Realtors, Inc. WI$35.2M · 0.01%
Mandel Group, Inc. WI$18.3M · 0.27%
Mlg Services Corp WI$15.2M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364216502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.