Back to filter
Original filing (PDF)20250817072909NAL0000091491001
CATALYST MEDICAL GROUP, PLLC
Form 5500
FILING_RECEIVED
CATALYST MEDICAL GROUP, PLLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
172
Accounts w/ balance
238
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALYST MEDICAL GROUP, PLLC.
Plan sponsor
Name
CATALYST MEDICAL GROUP, PLLC
EIN
47-4006939
Address
2315 8TH STREET · LEWISTON, ID · 83501
Phone
(208) 746-1383
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
TRAILBREAKER ACCOUNTING PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $41K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
30 direct securities · 13 pooled funds· $39.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$25.9M
13 holdings
Uncategorized
$13.8M
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.5M | 16.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.1M | 12.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.8M | 12.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 6.5% | |
| Schwab Funds Self Directed Brokerage Account | — | — | — | $1.8M | 4.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 4.3% | |
| MFS Investment Management Registered Investment Company MFS Intl Diversification Fd 518 MFS Investment Management Registered Investment Company MFS Mass Inv Growth Stk R6 Fd | — | — | — | $1.5M | 3.7% | |
| Vanguard Group Registered Investment Company Vanguard 500 Index Admiral Fd | — | — | — | $1.4M | 3.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.3M | 3.2% | |
| Vanguard Group Registered Investment Company Vgd LifeStrategy Growth Inv Fd | — | — | — | $1.3M | 3.2% | |
| PRIN LIFETIME HYBRI 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 3.0% | |
| Vanguard Group Registered Investment Company Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $1.1M | 2.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| Vanguard Group Registered Investment Company Vanguard Sm Cap Index Adm Fd | — | — | — | $832K | 2.1% | |
| BlackRock Registered Investment Company BlackRock Tech Opport K Fd | — | — | — | $665K | 1.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST C0 · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $642K | 1.6% | |
| BlackRock Registered Investment Company BlackRock Md-Cp Gr Eq K Fd | — | — | — | $594K | 1.5% | |
| BlackRock Registered Investment Company BlackRock Equity Div K Fd - | — | — | — | $544K | 1.4% | |
| The American Funds Registered Investment Company American Funds NewPrsp R6 Fd | — | — | — | $494K | 1.2% | |
| BlackRock Registered Investment Company BlackRock High Yld Bond K Fd | — | — | — | $424K | 1.1% | |
| Vanguard Group Registered Investment Company Vgd LifeStrategy Mod Gr Inv Fd | — | — | — | $411K | 1.0% | |
| Vanguard Group Registered Investment Company Vanguard Grwth & Inc Adm Fd | — | — | — | $376K | 1.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $363K | 0.9% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $359K | 0.9% | |
| Pioneer Registered Investment Company Pioneer Bond K Fd | — | — | — | $331K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $328K | 0.8% | |
| Vanguard Group Registered Investment Company Vanguard Explorer Adm Fd | — | — | — | $315K | 0.8% | |
| Cohen & Steers Registered Investment Company Cohen & Steers Re Est Sec Z Fd | — | — | — | $280K | 0.7% | |
| BlackRock Registered Investment Company BlackRock Stra Inc Opp K Fd | — | — | — | $261K | 0.7% | |
| Harding Loevner LP Registered Investment Company Hard Loevn Intl Eqty Inst Z Fd | — | — | — | $219K | 0.6% | |
| The American Funds Registered Investment Company American Funds AmerMut R6 Fd | — | — | — | $159K | 0.4% | |
| Participant Loans Maturing 2025-2029 Interest Rates Range From 4.25% To 9.50% | — | — | — | $148K | 0.4% | |
| Transamerica Registered Investment Company Tansamerica Intl Equity Fd 280 Vanguard Group Registered Investment Company Vanguard Mid Cap Index Adm Fd | — | — | — | $141K | 0.4% | |
| GQG Partners Registered Investment Company GQG Ptrs Emerg Mkts Eqty Fd | — | — | — | $130K | 0.3% | |
| (E) | — | — | — | $98K | 0.2% | |
| MFS Investment Management Registered Investment Company MFS New Discovery Value R6 Fd | — | — | — | $98K | 0.2% | |
| Legg Mason Registered Investment Company Clearbridge Intl Grwth Fd | — | — | — | $97K | 0.2% | |
| Victory Funds Registered Investment Company Vic Triv Intl Small Cap R6 Fd | — | — | — | $40K | 0.1% | |
| (E) | — | — | — | $40K | 0.1% | |
| BlackRock Registered Investment Company BlackRock Infl Pro Bd K Fd | — | — | — | $26K | <0.1% | |
| (E) | — | — | — | $26K | <0.1% | |
| Federated Hermes Registered Investment Company Fed Hermes Total Return Bond Fd | — | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $956 | <0.1% |
Related plans
Other plans using MORGAN STANLEY GLOBAL
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
TRUGREEN LIMITED PARTNERSHIP
TRUGREEN PROFIT SHARING AND RETIREMENT PLAN
$465.6M · 10,531 participants
VORYS, SATER, SEYMOUR AND PEASE LLP
VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN
$435.5M · 708 participants
KING & SPALDING LLP
KING & SPALDING LLP CASH BALANCE PENSION PLAN
$309.4M · 194 participants
HIGHGATE HOTELS, L.P.
HIGHGATE HOTELS 401(K) PLAN
$171.0M · 10,667 participants
POPULAR, INC.
POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN
$170.4M · 970 participants
Similar-size Offices of Dentists plans
HIGHFIVE DENTAL HOLDCO, LLC
HIGHFIVE HEALTHCARE 401(K) PLAN
$40.8M · 629 participants
TOTALMED STAFFING, INC.
TOTALMED STAFFING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$37.3M · 3,117 participants
CORUS ORTHODONTISTS LLC
CORUS ORTHODONTISTS LLC 401(K) PLAN
$42.1M · 273 participants
GELMAN DENTAL ASSOCIATES
GELMAN DENTAL ASSOCIATES, P.A. PROFIT SHARING PLAN
$42.3M · 5 participants
INDIANA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES,
IOMSA, P.C. RETIREMENT PLAN
$36.3M · 94 participants
DELTA DENTAL OF KANSAS, INC.
DELTA DENTAL OF KANSAS, INC. 401(K) RETIREMENT PLAN
$36.0M · 121 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants