Catalyst Dental 401(k) match, vesting and fees
What Catalyst Dental's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock USA | Schedule C ↗ |
| Independent auditor | Rose Rock Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Catalyst Dental: employer contribution per participant | $1,086 | |
| Peer median | $1,468 |
| Catalyst Dental: average balance | $7,597 | |
| Peer median | $37,786 |
| Catalyst Dental: admin expenses ÷ assets | 1.57% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $223K at the end of plan year 2022 to $2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 313 | $2M | $281K | $1,086 | 1.57% | Not published | Form 5500 ↗ |
| 2023 | 266 | $1M | $225K | $1,118 | 1.93% | Not published | Form 5500 ↗ |
| 2022 | 211 | $223K | $44K | $287 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Catalyst Dental match 401(k) contributions?
The match terms for the Catalyst Dental 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $281K in employer contributions, about $1,086 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Catalyst Dental 401(k) match vested?
The vesting schedule for the Catalyst Dental 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catalyst Dental 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is Catalyst Dental LLC.
I left Catalyst Dental. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Catalyst Dental LLC, (405) 359-0808) or the recordkeeper, John Hancock USA. The Catalyst Dental old 401(k) page lists the contacts from every plan filing. Find an old Catalyst Dental 401(k)
Data from the public Form 5500 annual reports Catalyst Dental filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Catalyst Dental. Not financial advice. Report a correction · Methodology