Plan Snapshot
- Plan Sponsor: Cataler North America Corporation
- Sponsor EIN: 562231147
- Sponsor Address: 2002 CATALER DRIVE, LINCOLNTON, NC, 28092
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 186
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 186 | $11.2M | $0 | $0 |
| 2024 | 132 | $9.7M | $259,354 | $460,868 |
| 2023 | 297 | $8.5M | $253,504 | $457,205 |
| 2022 | 291 | $6.6M | $229,319 | $431,360 |
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 |
|---|---|---|---|---|
| RICHEY, MAY, & CO., LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $985,842 | — | — | — | — |
| 2024 | $225 | — | — | — | — |
| 2023 | $50 | — | — | — | — |
| 2022 | $150 | — | — | — | — |