How big is Catalyst Innovation Group, LLC's plan?

Catalyst Innovation Group, LLC's plan reported $183K in assets and 7 participants for 2024.

Original filing (PDF)20251006074405NAL0003118881001

Catalyst Innovation Group, LLC

Name: Catalyst Innovation Group, LLC — Leadingedge, Form 5500 (2024)
Creator: Catalyst Innovation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leadingedge Financial 401(k) Plan

401(k) retirement plan · Catalyst Innovation Group, LLC's Leadingedge Financial 401(k) Plan held $183K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

People on this filing

Gregory Captain signed Catalyst Innovation Group, LLC's 2024 Form 5500 as plan administrator.

Gregory Captain — 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

Catalyst Innovation Group, LLC's EIN is 99-2674647.

EIN 99-2674647

Plan number 001

Plan year 2024

ACK ID 20251006074405NAL0003118881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Catalyst Innovation Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Catalyst Innovation 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 INNOVATION 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