Back to filter
Original filing (PDF)20251009123023NAL0006982369001
CATALYST DENTAL LLC
Form 5500
FILING_RECEIVED
CATALYST DENTAL 401(K) PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
259
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
23 pooled trusts
Schedule D
21 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 (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALYST DENTAL LLC.
Plan sponsor
Name
CATALYST DENTAL LLC
EIN
83-2027611
Address
3901 E. COVELL ROAD · EDMOND, OK · 73034
Phone
(405) 359-0808
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $1K | — |
Investments
23 pooled funds· $2.0M(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $289K | 14.7% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $281K | 14.3% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $260K | 13.2% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247K | 12.6% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $216K | 11.0% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $174K | 8.8% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 7.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $104K | 5.3% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 3.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 2.5% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 1.3% | |
| MFS GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 1.3% | |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 1.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.8% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.6% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| VANGUARD EMERGING MKTS STK IND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.2% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $826 | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $488 | <0.1% |
Related plans
Other plans using JOHN HANCOCK USA
EMERALD QUEEN HOTEL & CASINOS
EMERALD QUEEN CASINO 401(K) PLAN
$88.3M · 2,104 participants
SEA, LTD.
SEA, LTD. 401K PLAN
$87.8M · 326 participants
WHEEL PROS, LLC
WHEEL PROS, LLC 401(K) RETIREMENT PLAN
$84.8M · 932 participants
LAKELAND HOLDINGS, LLC
THE LAKELAND GROUP RETIREMENT SAVINGS PLAN
$74.5M · 1,361 participants
DYNAMIC HUMAN RESOURCES, INC.
DYNAMIC HUMAN RESOURCES, INC. 401(K) PLAN
$69.3M · 3,252 participants
BERGER SINGERMAN, LLP
BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN
$68.8M · 159 participants
Similar-size Offices of Dentists plans
BINU THOMAS, D.D.S., INC.
BINU THOMAS DDS, INC. PENSION PLAN AND TRUST
$2.0M · 6 participants
DR. MICHAEL J. EGITTO, DDS, PA
DR. MICHAEL J. EGITTO, DDS, PA PROFIT SHARING PLAN
$2.0M · 11 participants
JAMES H YOO D.D.S. A PROFESSIONA
JAMES H YOO D.D.S., A PROFESSIONAL CORPORATION PROFIT
$2.0M · 6 participants
PAUL E. ANDERSON, DMD, MD, PC
PEACHTREE ORAL & FACIAL SURGERY CASH BALANCE PLAN
$2.0M · 10 participants
DINA LUNKEN, DDS, P.C.
DINA LUNKEN, DDS, PC 401(K) PLAN
$2.0M · 10 participants
BRONXVILLE DENTAL CARE, P.C.
BRONXVILLE DENTAL CARE, P.C. DEFINED BENEFIT PLAN
$2.0M · 3 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B