VU TRAN signed Catalyst Medical Group, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catalyst Medical Group, PLLC's EIN is 47-4006939.
Download the official 2024 Form 5500 (PDF) for Catalyst Medical Group, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catalyst Medical Group, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $21K | — |
| PI | % 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 | Self-Directed Brokerage | — | — | $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 | Mutual Funds | — | — | $1.5M | 3.7% | |
| Vanguard Group Registered Investment Company Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $832K | 2.1% | |
| BlackRock Registered Investment Company BlackRock Tech Opport K Fd | Common Stocks | — | — | $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 | Common Stocks | — | — | $594K | 1.5% | |
| BlackRock Registered Investment Company BlackRock Equity Div K Fd - | Common Stocks | — | — | $544K | 1.4% | |
| The American Funds Registered Investment Company American Funds NewPrsp R6 Fd | Mutual Funds | — | — | $494K | 1.2% | |
| BlackRock Registered Investment Company BlackRock High Yld Bond K Fd | Common Stocks | — | — | $424K | 1.1% | |
| Vanguard Group Registered Investment Company Vgd LifeStrategy Mod Gr Inv Fd | Mutual Funds | — | — | $411K | 1.0% | |
| Vanguard Group Registered Investment Company Vanguard Grwth & Inc Adm Fd | Mutual Funds | — | — | $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 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $315K | 0.8% | |
| Cohen & Steers Registered Investment Company Cohen & Steers Re Est Sec Z Fd | Common Stocks | — | — | $280K | 0.7% | |
| BlackRock Registered Investment Company BlackRock Stra Inc Opp K Fd | Common Stocks | — | — | $261K | 0.7% | |
| Harding Loevner LP Registered Investment Company Hard Loevn Intl Eqty Inst Z Fd | Common Stocks | — | — | $219K | 0.6% | |
| The American Funds Registered Investment Company American Funds AmerMut R6 Fd | Mutual Funds | — | — | $159K | 0.4% | |
| Participant Loans Maturing 2025-2029 Interest Rates Range From 4.25% To 9.50% | Bonds / Notes | — | — | $148K | 0.4% | |
| Transamerica Registered Investment Company Tansamerica Intl Equity Fd 280 Vanguard Group Registered Investment Company Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $141K | 0.4% | |
| GQG Partners Registered Investment Company GQG Ptrs Emerg Mkts Eqty Fd | Common Stocks | — | — | $130K | 0.3% | |
| (E) | Other securities | — | — | $98K | 0.2% | |
| MFS Investment Management Registered Investment Company MFS New Discovery Value R6 Fd | Mutual Funds | — | — | $98K | 0.2% | |
| Legg Mason Registered Investment Company Clearbridge Intl Grwth Fd | Common Stocks | — | — | $97K | 0.2% | |
| Victory Funds Registered Investment Company Vic Triv Intl Small Cap R6 Fd | Common Stocks | — | — | $40K | 0.1% | |
| (E) | Other securities | — | — | $40K | 0.1% | |
| BlackRock Registered Investment Company BlackRock Infl Pro Bd K Fd | Common Stocks | — | — | $26K | <0.1% | |
| (E) | Other securities | — | — | $26K | <0.1% | |
| Federated Hermes Registered Investment Company Fed Hermes Total Return Bond Fd | Common Stocks | — | — | $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% |
