# Catalight Foundation 403(b) Plan
Source: https://planprovider.pro/companies/catalight-foundation-403b-plan

> Catalight Foundation's 403(b) plan: 797 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Catalight Foundation

- **Sponsor EIN:** 943120231

- **Sponsor Address:** 2730 SHADELANDS DRIVE, WALNUT CREEK, CA, 945982538

- **Plan Type:** 403(b)

- **Total Participants:** 797

- **Total Assets:** $26.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|797|$26.2M|$1.1M|$3.7M|

| 2023|805|$24.1M|$1.1M|$3.7M|

| 2022|703|$16.8M|$664,134|$2.6M|

## 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|CONTRACT ADMINISTRATOR|$135,812|—|$135,812|

| RESOURCES INVESTMENT ADVISORS|INVESTMENT ADVISORY|—|$59,454|$59,454|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RESOURCES INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,266

- **Estimated Expense Ratio:** 0.744% of plan assets

### 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|$135,871|—|$135,812|—|—|

| 2023|$105,814|—|$105,814|—|—|

| 2022|$76,836|—|$76,836|—|—|

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