Plan Snapshot
- Plan Sponsor: Catalyst Health Group Holdings, LLC
- Sponsor EIN: 475248531
- Sponsor Address: 8277 BELLEVIEW DRIVE, PLANO, TX, 75024
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 392
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 392 | $9.6M | $783,904 | $1.6M |
| 2022 | 291 | $6.7M | $620,084 | $1.2M |
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 |
|---|---|---|---|---|
| BEAIRD HARRIS | Investment Advisor | $37,116 | — | $37,116 |
| NEWPORT GROUP, INC. | Recordkeeper | $9,235 | — | $9,235 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,351
- Estimated Expense Ratio: 0.482% 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 |
|---|---|---|---|---|---|
| 2023 | $50,238 | $37,116 | $3,864 | — | — |
| 2022 | $40,113 | $30,570 | $6,586 | — | $2,957 |