Plan Snapshot
- Plan Sponsor: Catalist, LLC
- Sponsor EIN: 203232100
- Sponsor Address: 1310 L STREET NW, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 74 | $11.4M | $258,657 | $738,434 |
| 2023 | 73 | $9.6M | $230,927 | $658,926 |
| 2022 | 68 | $7.6M | $208,464 | $569,517 |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $24,221 | $19,451 | — | — | — |
| 2023 | $21,199 | $21,124 | — | — | — |
| 2022 | $18,873 | $18,873 | — | — | — |