Plan Ledger DOL Form 5500 · updated monthly

Catalyze, LLC401(k)

CATALYZE, LLC 401(K) RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Catalyze, LLC reported $24,160 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $5,992 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 2 years on file its reported administrative ratio rose from 0.13% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Texas (3,716th of 5,688), and 358th of 412 in utilities. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has shrunk from 162 to 110 since 2022.

Plan summary
Net assets, end of year$6,447,306
Participants with balances162
Active participants110
Employer contributions$659,126
Employee contributions$1,042,737
Employer contribution per active participant$5,992
Average account balance$39,798
Benefits paid to participants$1,236,149
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 162 accts · $659K emplr
2023$4.8M · 146 accts · $647K emplr
2022$3.3M · 150 accts · $573K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,003
Investment management$4,157
Total administrative$24,160
The Catalyze, LLC 401(k) match · 2024
Employer contribution per active participant$5,992
Median for plans this size$1,313
2024$5,992 per active participant
2023$6,404 per active participant
2022$3,538 per active participant

Catalyze, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$4,157
PENTEGRA SERVICES INC · Contract administrator$2,524

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$24,160 · 0.43%
2023$14,590 · 0.36%
2022$4,307 · 0.13%
Same employer
Similar plansUtilities · Texas
Plus Power Services LLC TX$7.8M · 0.09%
Biourja Renewables, LLC TX$5.2M · 1.06%
Waterfleet, LLC TX$4.7M · 1.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821814423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.