How big is Catherine Associates LLC's plan?

Catherine Associates LLC's plan reported $7.3M in assets and 16 participants for 2024.

Original filing (PDF)20250618110559NAL0005629698001

Catherine Associates LLC

Name: Catherine Associates LLC — Catherine Associates, Form 5500 (2024)
Creator: Catherine Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catherine Associates 401(k) Plan

401(k) retirement plan · Catherine Associates LLC's Catherine Associates 401(k) Plan held $7.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

CHAD Carpenter signed Catherine Associates LLC's 2024 Form 5500 as plan administrator.

CHAD Carpenter — 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

Catherine Associates LLC's EIN is 72-1405763.

EIN 72-1405763

Plan number 002

Plan year 2024

ACK ID 20250618110559NAL0005629698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Catherine Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATHERINE ASSOCIATES 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