· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CATALYST MARKETING GROUP, LLC — CATALYST MARKETING GROUP LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730131628NAL0006726016001
CATALYST MARKETING GROUP, LLC
Form 5500-SF
FILING_RECEIVED
CATALYST MARKETING GROUP LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$461K
Net assets (EOY)
$461K
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CATALYST MARKETING GROUP, LLC
.
Find decision makers
Plan sponsor
Name
CATALYST MARKETING GROUP, LLC
EIN
47-4160345
Address
65 GLEN ROAD · WELLESLEY, MA · 02481
Phone
(617) 308-3908
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
HOA ACCOUNTING SERVICES, INC.
HOA ACCOUNTING SERVICES 401(K) PLAN
$461K · 17 participants
G.C. ENTERPRISES
G.C. ENTERPRISES 401(K) PLAN
$461K · 24 participants
FRIENDS OF CYRUS II
FRIENDS OF CYRUS II 401(K) PROFIT SHARING PLAN & TRUST
$461K · 361 participants
THE GRANT PLANT, INC.
THE GRANT PLANT, INC 401(K) PLAN
$461K · 11 participants
NESPSA INC
NESPSA INC 401(K) PROFIT SHARING PLAN & TRUST
$461K · 85 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
AMESBURY MANAGEMENT, LLC
AMESBURY MANAGEMENT, LLC - 401(K) PLAN AND TRUST
$461K · 15 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
