Cathexis Investment Management 401(k) match, vesting and fees
What Cathexis Investment Management'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 | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Cathexis Investment Management: employer contribution per participant | $5,768 | |
| Peer median | $2,051 |
| Cathexis Investment Management: average balance | $62,928 | |
| Peer median | $71,053 |
| Cathexis Investment Management: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.25% |
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 $3.7M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 158 | $9.3M | $848K | $5,768 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 153 | $6.3M | $615K | $4,591 | 0.56% | Not published | 5500-SF ↗ |
| 2022 | 85 | $4.1M | $673K | $7,917 | 0.70% | Not published | 5500-SF ↗ |
| 2021 | 126 | $3.7M | $577K | $5,654 | 0.20% | Not published | 5500-SF ↗ |
Common questions
Does Cathexis Investment Management match 401(k) contributions?
The match terms for the Cathexis Investment Management, LP 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $848K in employer contributions, about $5,768 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cathexis Investment Management 401(k) match vested?
The vesting schedule for the Cathexis Investment Management, LP 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cathexis Investment Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Cathexis Investment Management, LP.
I left Cathexis Investment Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cathexis Investment Management, LP, (713) 400-3335) or the recordkeeper, Transamerica Retirement Solutions,. The Cathexis Investment Management old 401(k) page lists the contacts from every plan filing. Find an old Cathexis Investment Management 401(k)
Data from the public Form 5500 annual reports Cathexis Investment Management filed with the U.S. Department of Labor (plan years 2021 and 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 Cathexis Investment Management. Not financial advice. Report a correction · Methodology