What public Form 5500 filings show about the Catalyst Medical Group, PLLC 401(k) plan — and how to find and check your own account.
Catalyst Medical Group, PLLC (EIN 47-4006939) reports CATALYST MEDICAL GROUP, PLLC RETIREMENT PLAN on its most recent Form 5500, with $39.5M in plan assets across 172 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Catalyst Medical Group, PLLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Catalyst Medical Group, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, MORGAN STANLEY GLOBAL, ORENDA RETIREMENT.
