How big is Catalina Hospice's plan?

Catalina Hospice's plan reported $195K in assets and 12 participants for 2024.

Original filing (PDF)20251009154929NAL0006839953001

Catalina Hospice

Name: Catalina Hospice — Catalina Hospice 401(k) Plan, Form 5500 (2024)
Creator: Catalina Hospice
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catalina Hospice 401(k) Plan

401(k) retirement plan · Catalina Hospice's Catalina Hospice 401(k) Plan held $195K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Richard Tatum signed Catalina Hospice's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Catalina Hospice's EIN is 85-2135333.

EIN 85-2135333

Plan number 001

Plan year 2024

ACK ID 20251009154929NAL0006839953001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Catalina Hospice'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 CATALINA HOSPICE.

Finding similar companies…

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