Plan Ledger DOL Form 5500 · updated monthly

Community Catalyst, Inc.401(k)

COMMUNITY CATALYST, INC. RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Community Catalyst, Inc. reported $25,093 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $5,132 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 0.30% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,061st of 2,726), and 6,521st of 11,911 in health care & social assistance. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,850,833
Participants with balances140
Active participants95
Employer contributions$487,520
Employee contributions$588,475
Employer contribution per active participant$5,132
Average account balance$56,077
Benefits paid to participants$1,535,915
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON & CARUCCI
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 140 accts · $488K emplr
2023$6.8M · 144 accts · $334K emplr
2022$6.7M · 118 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,601
Investment management$21,492
Total administrative$25,093
The Community Catalyst, Inc. 401(k) match · 2024
Employer contribution per active participant$5,132
Median for plans this size$1,313
2024$5,132 per active participant
2023$3,147 per active participant
2022$3,733 per active participant

Community Catalyst, Inc.'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 · 20241
SENTINEL PENSION ADVISORS · Investment advisory (plan)$21,492

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$25,093 · 0.34%
2023$23,815 · 0.35%
2022$24,853 · 0.30%
Similar plansHealth Care & Social Assistance · Massachusetts
The Edinburg Center, Inc. MA$8.1M · 0.02%
Oriol Holding Inc. MA$8.1M · 1.45%
L.P. College, Inc. MA$7.9M · 0.82%
Health Leads, Inc. MA$7.8M · 0.07%
Work, Inc. MA$7.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043355127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.