Plan Ledger DOL Form 5500 · updated monthly

Catalyst Medical Group, PLLC401(k)

CATALYST MEDICAL GROUP, PLLC RETIREMENT PLAN · LEWISTON, ID · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

Catalyst Medical Group, PLLC reported $84,399 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,797 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 0.18% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 55th-largest of 349 plans among Idaho employers on file, and the 2,224th of 11,911 in health care & social assistance. In 2023, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,505,395
Participants with balances268
Active participants190
Employer contributions$911,450
Employee contributions$1,445,538
Employer contribution per active participant$4,797
Average account balance$151,140
Benefits paid to participants$6,270,008
Plan auditUnmodified (clean) audit opinion
AuditorCOOPER SAVAS LLC
Plan history4
Yearassets · accounts · employer contribution
2025$30.6M · 167 accts · $634K emplr
2024$39.5M · 238 accts · $619K emplr
2023$40.5M · 268 accts · $911K emplr
2022$38.9M · 270 accts · $441K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,974
Investment management$41,034
Audit (IQPA)$8,391
Total administrative$84,399
The Catalyst Medical Group, PLLC 401(k) match · 2023
Employer contribution per active participant$4,797
Median for plans this size$2,440
2025$158,406 per active participant
2024$3,599 per active participant
2023$4,797 per active participant
2022$2,207 per active participant

Catalyst Medical Group, PLLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
MORGAN STANLEY GLOBAL · Investment advisory (plan)$41,040
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$22,315
ORENDA RETIREMENT, LLC · Other services · Contract administrator$12,698
COOPER SAVAS LLC · Accounting / audit$8,391

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$89,953 · 0.26%
2024$85,356 · 0.21%
2023$84,399 · 0.21%
2022$75,764 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Pennant Services, Inc. ID$75.1M · 0.71%
Mountain View Hospital LLC ID$70.1M · 0.91%
Gritman Medical Center ID$47.5M · 0.33%
Gem State Radiology LLP ID$36.8M · 0.53%
Full Circle Health, Inc. ID$32.9M · 0.15%
Bmh, Inc. ID$27.2M · 0.04%
Cascadia Healthcare ID$26.9M · 1.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474006939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.