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Original filing (PDF)20250729133442NAL0002841825001
CATALYST CORPORATE FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
CATALYST CORPORATE FEDERAL CREDIT UNION 401(K)/ PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
210
Accounts w/ balance
276
Plan assets (EOY)
$78.9M
Net assets (EOY)
$78.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALYST CORPORATE FEDERAL CREDIT UNION.
Plan sponsor
Name
CATALYST CORPORATE FEDERAL CREDIT UNION
EIN
58-0501985
Address
6801 PARKWOOD BOULEVARD · PLANO, TX · 75024
Phone
(214) 703-7500
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $995 | — |
Investments
31 direct securities · 2 pooled funds· $80.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$76.1M
31 holdings
Common Collective Trust
$4.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Smartretirement 2030 R6 | — | — | — | $11.4M | 14.4% | |
| JPMorgan Smartretirement 2040 R6 | — | — | — | $10.7M | 13.6% | |
| JPMorgan Smartretirement 2025 R6 | — | — | — | $7.4M | 9.4% | |
| Vanguard Institutional Index Fund | — | — | — | $7.4M | 9.4% | |
| JPMorgan Smartretirement 2035 R6 | — | — | — | $4.6M | 5.8% | |
| Vanguard Primecap Fund - Admiral | — | — | — | $3.2M | 4.1% | |
| JPMorgan Smartretirement Income R6 | — | — | — | $3.2M | 4.1% | |
| JPMorgan Smartretirement 2045 R6 | — | — | — | $3.0M | 3.7% | |
| Columbia Trust Columbia Trust Stable Government Admn 0 | — | — | — | $2.6M | 3.3% | |
| COLUMBIA TRST STBLE HIGH QUAL INC A RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 41-0007957 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.3% | |
| Vanguard Growth & Income Adm | — | — | — | $2.4M | 3.1% | |
| Vanguard Federal Money Market Inv | — | — | — | $2.1M | 2.7% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.6% | |
| Vanguard Extended Market Idx Adm | — | — | — | $1.9M | 2.4% | |
| Vanguard Explorer Adm | — | — | — | $1.8M | 2.3% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund I | — | — | — | $1.5M | 1.9% | |
| Vanguard Balanced Index Fund - Admiral | — | — | — | $1.5M | 1.9% | |
| Dodge & Cox Stock X | — | — | — | $1.4M | 1.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.3M | 1.7% | |
| JPMorgan Smartretirement 2050 R6 | — | — | — | $1.2M | 1.5% | |
| Dodge & Cox Balanced X | — | — | — | $1.2M | 1.5% | |
| T. Rowe Price T. Rowe Price Mid Cap Value I | — | — | — | $988K | 1.3% | |
| PGIM Total Return Bond R6 | — | — | — | $801K | 1.0% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock I | — | — | — | $753K | 1.0% | |
| American Funds Europacific Gr R6 | — | — | — | $722K | 0.9% | |
| Vanguard Short-Term Investment-Grade Adm | — | — | — | $661K | 0.8% | |
| JPMorgan Smartretirement 2055 R6 | — | — | — | $640K | 0.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $567K | 0.7% | |
| Fidelity Low Priced Stock K6 | — | — | — | $312K | 0.4% | |
| JPMorgan Smartretirement 2060 R6 | — | — | — | $268K | 0.3% | |
| PGIM Global Real Estate R6 | — | — | — | $209K | 0.3% | |
| PIMCO Real Return Instl | — | — | — | $191K | 0.2% | |
| Victory Sycamore Victory Sycamore Small Company Opp R6 | — | — | — | $131K | 0.2% |