Back to filter
Original filing (PDF)20251015123947NAL0002421571001
CATCON, INC. DBA CATALYST CONSTRUCTION
Form 5500
FILING_RECEIVED
CATALYST CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
128
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATCON, INC. DBA CATALYST CONSTRUCTION.
Plan sponsor
Name
CATCON, INC. DBA CATALYST CONSTRUCTION
EIN
42-1756027
Address
833 EAST MICHIGAN STREET, STE 1000 · MILWAUKEE, WI · 53202
Phone
(414) 727-6840
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $338 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using THE RETIREMENT ADVANTAGE, INC
H.W. KAUFMAN FINANCIAL GROUP
H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN
$155.5M · 1,440 participants
PATTERSON & DEWAR ENGINEERS, INC.
PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST
$94.5M · 281 participants
AMERICA'S BACK OFFICE, INC.
ABO 401(K) PLAN
$80.3M · 4,275 participants
WISCONSIN FUEL & RETAIL ASSOCIATION, INC.
WFRA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN
$51.3M · 871 participants
CHILD TRENDS, INC.
CHILD TRENDS 403(B) PLAN
$50.9M · 246 participants
MARTIN ENGINEERING COMPANY
MARTIN ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN
$45.5M · 238 participants
Similar-size Construction plans
J. C. HART COMPANY, INC.
HART SAVER - 401(K) PLAN
$11.3M · 187 participants
SKOGMAN CONSTRUCTION COMPANY OF IOWA
SKOGMAN CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
$11.3M · 76 participants
ATLANTAS RELIABLE ROOFING CO.
ATLANTA'S RELIABLE ROOFING CO. 401(K) PLAN
$11.2M · 47 participants
SCHULTZ MILLER, INC.
SCHULTZ MILLER, INC. 401(K) P/S PLAN
$11.2M · 93 participants
WILLIAM E. BUCHAN, INC.
WILLIAM E. BUCHAN, INC PROFIT SHARING PLAN
$11.4M · 10 participants
DELBERT ADAMS CONSTRUCTION GROUP
DELBERT ADAMS CONSTRUCTION GROUP LLC 401(K) PLAN
$11.2M · 60 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B