Original filing (PDF)20250430094234NAL0003539186001

CATALONIA MANAGEMENT COMPANY

Name: CATALONIA MANAGEMENT COMPANY — CATALONIA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CATALONIA MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

CATALONIA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALONIA MANAGEMENT COMPANY.

Plan sponsor

Name