How big is Catalyst Financial Group LLC's plan?

Catalyst Financial Group LLC's plan reported $10K in assets and 9 participants for 2025.

Original filing (PDF)20260505220402NAL0001448513098

Catalyst Financial Group LLC

Name: Catalyst Financial Group LLC — Catalyst Financial, Form 5500 (2025)
Creator: Catalyst Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catalyst Financial Group 401(k) Plan

401(k) retirement plan · Catalyst Financial Group LLC's Catalyst Financial Group 401(k) Plan held $10K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan identifiers

Catalyst Financial Group LLC's EIN is 88-1695180.

EIN 88-1695180

Plan number 001

Plan year 2025

ACK ID 20260505220402NAL0001448513098

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Catalyst Financial Group 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 CATALYST FINANCIAL GROUP 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