Catalyst Medical Group, Pllc Retirement Plan
Sponsored by Catalyst Medical Group, Pllc · EIN 474006939 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 172
- With balances
- 238
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $41,040 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $23,545 |
| Orenda Retirement, Llc | Other services, Direct payment from the plan, Other fees | $20,827 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |