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Original filing (PDF)20250919094246NAL0001021123001
CATALYST PHARMACEUTICALS, INC.
Form 5500
FILING_RECEIVED
CATALYST PHARMACEUTICALS INC. 401(K) PLAN
401(k) retirement plan
Active participants
182
Accounts w/ balance
175
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
27 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALYST PHARMACEUTICALS, INC..
Plan sponsor
Name
CATALYST PHARMACEUTICALS, INC.
EIN
76-0837053
Address
355 ALHAMBRA CIRCLE · SUITE 801 · CORAL GABLES, FL · 33134
Phone
(305) 420-3200
Industry
Professional & Technical Servicessee 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
2025-09-19
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLEZTER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
27 direct securities· $16.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Class K " | — | — | — | $2.5M | 15.1% | |
| Fidelity 500 Index Fund " | — | — | — | $2.3M | 14.3% | |
| Fidliety Freedom 2040 Fund Class K " | — | — | — | $1.9M | 11.4% | |
| Fidelity Blue Chip Growth Fund " | — | — | — | $1.5M | 9.4% | |
| Fidelity Freedom 2030 Fund Class K " | — | — | — | $1.1M | 6.9% | |
| Fidelity Freedom 2050 Fund Class K " | — | — | — | $1.1M | 6.5% | |
| Fidelity Freedom 2025 Fund Class K " | — | — | — | $955K | 5.8% | |
| Fidelity Government Money Market Fund " | — | — | — | $670K | 4.1% | |
| Fidliety Freedom 2045 Fund Class K " | — | — | — | $580K | 3.6% | |
| Fidelity Total Bond Fund " | — | — | — | $537K | 3.3% | |
| Fidelity Small Cap Growth Fund " | — | — | — | $383K | 2.3% | |
| MFS Mid Cap Growth Fund Class R3 " | — | — | — | $267K | 1.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $259K | 1.6% | |
| Fidelity Freedom 2055 Fund Class K " | — | — | — | $242K | 1.5% | |
| Fidelity International Capital Appreciation Fund " | — | — | — | $220K | 1.3% | |
| Fidelity Global Ex U.S. Index Fund " | — | — | — | $215K | 1.3% | |
| Allspring Special Mid Cap Value Fund " | — | — | — | $204K | 1.3% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $189K | 1.2% | |
| T. Rowe Price Dividend Growth Fund " | — | — | — | $174K | 1.1% | |
| BrokerageLink Self-directed brokerage account | — | — | — | $156K | 1.0% | |
| Fidelity Freedom 2060 Fund Class K " | — | — | — | $123K | 0.8% | |
| JPMorgan U.S. Value Fund Class R6 Mutual fund | — | — | — | $118K | 0.7% | |
| Fidelity Emerging Markets Fund " | — | — | — | $109K | 0.7% | |
| Allspring Special Small Cap Value Fund " | — | — | — | $82K | 0.5% | |
| Virtus Duff & Phelps Real Estate Securities Fund Class R6 " | — | — | — | $79K | 0.5% | |
| Fidelity Freedom 2065 Fund Class K " | — | — | — | $53K | 0.3% | |
| Fidelity Freedom 2015 Fund Class K " ** 203 * Fidelity Freedom 2020 Fund Class K " | — | — | — | $15K | <0.1% |
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