# Qatalyst Group LP 401(k) Plan
Source: https://planprovider.pro/companies/qatalyst-group-lp-401k-plan

> Qatalyst Group LP's 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Qatalyst Group LP

- **Sponsor EIN:** 392072464

- **Sponsor Address:** THREE EMBARCADERO CENTER, STE 1500, SAN FRANCISCO, CA, 94111

- **Plan Type:** 401(k)

- **Total Participants:** 82

- **Total Assets:** $55.4M

## 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|82|$55.4M|$1.9M|$1.7M|

| 2023|75|$43.6M|$1.8M|$1.7M|

| 2022|73|$36.4M|$1.6M|$1.5M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|-$49,675|—|—|—|—|

| 2023|$225|—|—|—|—|

| 2022|$722,570|—|-$49,975|—|—|

## Similar Plans

- [Miracle Mile Advisors, LLC](https://planprovider.pro/companies/miracle-mile-advisors-llc-401k-plan) — 99 participants

- [Trilogy Financial Services, INC.](https://planprovider.pro/companies/trilogy-financial-services-inc-plan) — 128 participants

- [Aperture Group, LLC](https://planprovider.pro/companies/aperture-group-llc-401k-plan) — 18 participants

- [Probitas Funds Group, LLC](https://planprovider.pro/companies/probitas-funds-group-llc-401k-plan) — 17 participants

- [The Sage Group, LLC](https://planprovider.pro/companies/the-sage-group-llc-plan-001) — 14 participants

- [Leading Edge Investment Advisors, LLC](https://planprovider.pro/companies/leading-edge-investment-advisors-llc-plan-002) — 13 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/qatalyst-group-lp-401k-plan)

© 2026 PlanProvider.Pro