How big is Cathexis Tucson, LLC's plan?

Cathexis Tucson, LLC's plan reported $147K in assets and 24 participants for 2024.

Original filing (PDF)20251010111041NAL0018334962001

Cathexis Tucson, LLC

Name: Cathexis Tucson, LLC — Cathexis Tucson, LLC 401(k), Form 5500 (2024)
Creator: Cathexis Tucson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cathexis Tucson, LLC 401(k) Plan

Defined-contribution retirement plan · Cathexis Tucson, LLC's Cathexis Tucson, LLC 401(k) Plan held $147K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Richard Tatum signed Cathexis Tucson, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cathexis Tucson, LLC's EIN is 47-3667525.

EIN 47-3667525

Plan number 001

Plan year 2024

ACK ID 20251010111041NAL0018334962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cathexis Tucson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cathexis Tucson, LLC's plan includes ERISA 404(c) participant direction, 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 CATHEXIS TUCSON, LLC.

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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