Plan Snapshot
- Plan Sponsor: Catalis Holdco, INC.
- Sponsor EIN: 834154316
- Sponsor Address: 3025 WINDWARD PLAZA, STE 200, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 790
- Total Assets: $50.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 790 | $50.9M | $2.2M | $5.0M |
| 2023 | 813 | $43.0M | $2.3M | $5.0M |
| 2022 | 960 | $33.1M | $2.0M | $4.4M |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — 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 | $11,216 | — | — | — | — |
| 2023 | $9,854 | — | — | — | — |
| 2022 | $7,450 | — | — | — | — |