Plan Ledger DOL Form 5500 · updated monthly

Catalyst Family Inc.401(k)

CATALYST FAMILY 401(K) PLAN · MORGAN HILL, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

Catalyst Family Inc. reported $119,189 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.50% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,552nd-largest of 9,483 plans among California employers on file, and the 3,612th of 11,911 in health care & social assistance. active participation has grown from 928 to 1,265 since 2022.

Plan summary
Net assets, end of year$20,619,116
Participants with balances1,090
Active participants1,265
Employer contributions—
Employee contributions$2,347,614
Employer contribution per active participant—
Average account balance$18,917
Benefits paid to participants$1,412,766
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 1,090 accts
2023$17.4M · 533 accts
2022$15.3M · 589 accts · $252K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,478
Investment management$5,711
Total administrative$119,189
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$119,188

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$119,189 · 0.63%
2023$96,951 · 0.59%
2022$80,769 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · California
Pathpoint CA$20.9M · 0.03%
Toi Management, LLC CA$20.8M · 0.41%
Bt Bidco, Inc. CA$20.6M · 0.48%
St. John's Community Health CA$20.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942376637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.