How big is Katalyst Data Management LLC's plan?

Katalyst Data Management LLC's plan reported $6.9M in assets and 85 participants for 2024.

Original filing (PDF)20250829044337NAL0006028931001

Katalyst Data Management LLC

Name: Katalyst Data Management LLC — Katalyst Data, Form 5500 (2024)
Creator: Katalyst Data Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katalyst Data Management LLC 401(k) Plan

401(k) retirement plan · Katalyst Data Management LLC's Katalyst Data Management LLC 401(k) Plan held $6.9M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Katalyst Data Management LLC's EIN is 27-4042642.

EIN 27-4042642

Plan number 001

Plan year 2024

ACK ID 20250829044337NAL0006028931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katalyst Data Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katalyst Data Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATALYST DATA MANAGEMENT LLC.

Finding similar companies…

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score