Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Catalina Marketing
Catalina Marketing 401(k)
- Professional, scientific, and technical services
- St. Petersburg, FL
- EIN 33-0499007
- 1 plan with Schedule H financials
- Plan year 2024
- Catalina Marketing Corporation
- SEC registrant Catalina Marketing Corp
Administrative expenses excluding investment management, per participant · Catalina Marketing Corporation 401(k) Savings and Retirement Plan · plan year 2024
$94.03
Higher than 51% of the 8,758 plans $50 to 250M that report it.
Source
= $62,530 / 665
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912103135NAL0003410034001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912103135NAL0003410034001, received 2025-09-12
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-12.
Cost and contributions
Administrative expenses per participant
$94.03
Higher than 33% of the 9,042 plans $50 to 250M that report it.
Source
= $62,530 / 665
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912103135NAL0003410034001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912103135NAL0003410034001, received 2025-09-12
Administrative expenses as a share of assets
0.045%
Higher than 18% of the 9,049 plans $50 to 250M that report it.
Source
= $62,530 / $139,583,948
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912103135NAL0003410034001, received 2025-09-12
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912103135NAL0003410034001, received 2025-09-12
Employer contributions per participant
$2,750
Higher than 50% of the 9,105 plans $50 to 250M that report it.
Source
= $1,828,496 / 665
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912103135NAL0003410034001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912103135NAL0003410034001, received 2025-09-12
Employer share of total contributions
29.2%
Higher than 49% of the 9,112 plans $50 to 250M that report it.
Source
= $1,828,496 / $6,269,761
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912103135NAL0003410034001, received 2025-09-12
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912103135NAL0003410034001, received 2025-09-12
Plan terms, as stated in Catalina Marketing Corporation's SEC filings
Plan terms are described in Catalina Marketing Corporation's SEC filings: Form 10-K filed 2006-05-26. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250912103135NAL0003410034001, received 2025-09-12
Full record, Catalina Marketing Corporation 401(k) Savings and Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CATALINA MARKETING CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Plan name | CATALINA MARKETING CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Sponsor EIN / plan number | 33-0499007 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Sponsor location | ST. PETERSBURG, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Filing received | 2025-09-12 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Participants, beginning of year | 783 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Active participants | 313 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Participants, end of year | 684 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Participants with an account balance | 665 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Total assets, beginning of year | $126,669,013 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Total assets, end of year | $139,583,948 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Net assets, end of year | $139,583,948 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Total income | $27,330,189 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Net income | $12,914,935 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Employer contributions | $1,828,496 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Participant contributions | $4,267,264 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Other contributions (incl. rollovers) | $174,001 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Total contributions | $6,269,761 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Benefit payments | $14,352,724 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Total expenses (incl. benefit payments) | $14,415,254 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Total administrative expenses | $62,530 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Contract administrator fees | $62,530 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Administrative expenses excluding investment management | $62,530 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Held in common/collective trusts | $93,163,726 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Held in mutual funds | $45,758,572 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250912103135NAL0003410034001, received 2025-09-12 |
| Independent auditor | CBIZ CPA'S P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250912103135NAL0003410034001, received 2025-09-12 |
Position = column in the DOL layout for form year 2024. Filing 20250912103135NAL0003410034001, received 2025-09-12.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $62,530 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250912103135NAL0003410034001, received 2025-09-12.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $126,669,013 | $139,583,948 | 10.2% |
| Participants with a balance | 745 | 665 | -10.7% |
| Administrative expenses | $69,975 | $62,530 | -10.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,251,298 | $1,828,496 | -18.8% |
Prior filing 20241015173637NAL0057501986001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CATALINA MARKETING CORPORATION; SEC registrant: CATALINA MARKETING CORP/DE (CIK 883977, matched by EIN).