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Original filing (PDF)20251016095557NAL0006173089001
CATCHPOINT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CATCHPOINT SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
164
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATCHPOINT SYSTEMS, INC..
Plan sponsor
Name
CATCHPOINT SYSTEMS, INC.
EIN
26-3393790
Address
225 WEST 35TH STREET, 11TH FLOOR · NEW YORK, NY · 10001
Phone
(949) 874-1280
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELTRUDE AND COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
26 direct securities · 1 pooled fund· $20.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.7M
25 holdings
Pooled Separate Account
$6.7M
1 holding
Guaranteed Income / GIC
$360K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.7M | 47.1% | |
| Voya Target Solution Fund 2055 | — | — | — | $2.2M | 15.7% | |
| iShares Total US Stock Market Index | — | — | — | $1.9M | 13.4% | |
| Voya Large Cap Growth | — | — | — | $1.8M | 12.8% | |
| Voya Target Solution Fund 2045 | — | — | — | $1.2M | 8.7% | |
| Voya Target Solution Fund 2050 | — | — | — | $857K | 6.1% | |
| Voya Target Solution Fund 2060 | — | — | — | $707K | 5.0% | |
| iShares MSCI Total Index Fund | — | — | — | $663K | 4.7% | |
| American Funds Washington Mutual Fund | — | — | — | $539K | 3.8% | |
| Voya Target Solution Fund 2030 | — | — | — | $510K | 3.6% | |
| Voya Target Solution Fund 2040 | — | — | — | $395K | 2.8% | |
| T Rowe Price Mid-Cap Growth Fund | — | — | — | $383K | 2.7% | |
| * Voya Fixed Account | Guaranteed Income / GIC | — | — | $360K | 2.6% | |
| Voya Target Solution Fund 2035 | — | — | — | $350K | 2.5% | |
| Fidelity Total Bond Fund | — | — | — | $303K | 2.1% | |
| American Funds Euro Pacific Growth Fund | — | — | — | $248K | 1.8% | |
| Vanguard Balanced Index Fund | — | — | — | $245K | 1.7% | |
| Voya Target Solution Fund Income Fund | — | — | — | $231K | 1.6% | |
| John Hancock Disciplined Value Mid Cap | — | — | — | $217K | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $205K | 1.4% | |
| T Rowe Price New Horizons Fund | — | — | — | $202K | 1.4% | |
| Federated Hermes Clover Small Value Fund | — | — | — | $200K | 1.4% | |
| Voya Target Solution Fund 2025 | — | — | — | $106K | 0.7% | |
| Charles Schwab Personal Choice Retirement Account | — | — | — | $94K | 0.7% | |
| maturing through June 2029 - | — | — | — | $76K | 0.5% | |
| Voya Target Solution Fund 2065 | — | — | — | $48K | 0.3% | |
| Voya Government Money Market Fund | — | — | — | $6K | <0.1% |
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