How big is Catawba Acquisition Newco LLC's plan?

Catawba Acquisition Newco LLC's plan reported $1.3M in assets and 35 participants for 2024.

Original filing (PDF)20250604134648NAL0011293985001

Catawba Acquisition Newco LLC

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

Form 5500-SF

FILING_RECEIVED

Catawba Acquisition Newco LLC 401(k) Plan

401(k) retirement plan · Catawba Acquisition Newco LLC's Catawba Acquisition Newco LLC 401(k) Plan held $1.3M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jason Dean signed Catawba Acquisition Newco LLC's 2024 Form 5500 as plan administrator.

Jason Dean — 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

Catawba Acquisition Newco LLC's EIN is 85-2991960.

EIN 85-2991960

Plan number 001

Plan year 2024

ACK ID 20250604134648NAL0011293985001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Catawba Acquisition Newco 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 CATAWBA ACQUISITION NEWCO LLC.

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Plan health score

Above-average plan

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