How big is Catalyze Advisors LLC's plan?

Catalyze Advisors LLC's plan reported $919K in assets and 29 participants for 2025.

Original filing (PDF)20260424221146NAL0006183361055

Catalyze Advisors LLC

Name: Catalyze Advisors LLC — Catalyze Advisors 401(k), Form 5500 (2025)
Creator: Catalyze Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catalyze Advisors 401(k) Plan

401(k) retirement plan · Catalyze Advisors LLC's Catalyze Advisors 401(k) Plan held $919K in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$919K

Net assets (EOY)

$919K

People on this filing

Elantha Barry signed Catalyze Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Catalyze Advisors LLC's EIN is 83-1597830.

EIN 83-1597830

Plan number 001

Plan year 2025

ACK ID 20260424221146NAL0006183361055

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Catalyze Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CATALYZE ADVISORS LLC

EIN

all filings

Address

1409 BOTHAM JEAN BOULEVARD · SUITE 1007 · DALLAS, TX · 76215

Phone

(469) 490-1470

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator