Plan Ledger DOL Form 5500 · updated monthly

Catalyst Health Group Holdings, LLC401(k)

STRATIFI HEALTH 401(K) PLAN · PLANO, TX · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Catalyst Health Group Holdings, LLC reported $50,238 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $2,000 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 has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,116th of 5,688), and 8,105th of 11,654 in professional & technical services. In 2023, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 291 to 392 since 2022.

Plan summary
Net assets, end of year$9,616,651
Participants with balances248
Active participants392
Employer contributions$783,904
Employee contributions$1,606,317
Employer contribution per active participant$2,000
Average account balance$38,777
Benefits paid to participants$544,652
Plan auditUnmodified (clean) audit opinion
AuditorHUSELTON, MORGAN & MAULTSBY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $215K emplr
2023$9.6M · 248 accts · $784K emplr
2022$6.7M · 209 accts · $620K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,235
Investment management$37,116
Trustee / custodial$3,887
Total administrative$50,238
The Catalyst Health Group Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$2,000
Median for plans this size$1,308
2023$2,000 per active participant
2022$2,131 per active participant

Catalyst Health Group Holdings, LLC's 2023 employer contribution ran above the $1,308 median for plans its size. 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 · 20232
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$9,235
BEAIRD HARRIS · Investment advisory (participants)$37,116

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

Administrative cost history3
2024Not separately reported
2023$50,238 · 0.62%
2022$40,113 · 0.63%
Similar plansProfessional & Technical Services · Texas
Morgan & Weisbrod, L.L.P. TX$10.0M · 0.81%
Instil Bio, Inc. TX$9.7M · 0.26%
Indoormedia, Inc. TX$9.6M · 0.07%
Sanhua International Inc TX$9.5M · 0.75%
The Response Group TX$9.4M · 0.04%
Opensymmetry, LLC TX$9.2M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475248531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.