Plan Snapshot
- Plan Sponsor: Catalent Pharma Solutions, INC.
- Sponsor EIN: 133523163
- Sponsor Address: 14 SCHOOLHOUSE ROAD, SOMERSET, NJ, 08873
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $3.4M | $0 |
| 2023 | 111 | $21.9M | $0 | $0 |
| 2022 | 113 | $30.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | NONE | $361,590 | — | $361,590 |
| CFS INVESTMENT ADVISORY SERVICES LL | NONE | — | $60,464 | $60,464 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $422,054
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $33,561 | — | $33,561 | — | — |
| 2023 | $180,795 | — | $180,795 | — | — |
| 2022 | $317,562 | — | $297,424 | — | $20,138 |