Plan Ledger DOL Form 5500 · updated monthly

Catalyst Health Group Holdings II, LLC401(k)

CATALYST HEALTH GROUP HOLDINGS II, LLC 401(K) PLAN · PLANO, TX · plan year 2024

Employer contribution per participant · 2024
$1,832

Catalyst Health Group Holdings II, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $130,353,310 across 1,064 participant accounts, with employer contributions averaging $1,832 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 518th-largest of 5,688 plans among Texas employers on file, and the 872nd of 11,911 in health care & social assistance. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,353,310
Participants with balances1,064
Active participants1,064
Employer contributions$1,949,557
Employee contributions$3,994,222
Employer contribution per active participant$1,832
Average account balance$122,513
Benefits paid to participants$22,791,993
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$1,621
Total administrative-$54,189
The Catalyst Health Group Holdings II, LLC 401(k) match · 2024
Employer contribution per active participant$1,832
Median for plans this size$3,635

Catalyst Health Group Holdings II, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

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Source: U.S. Department of Labor, Form 5500 series, EIN 920803484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.