Catalina Island Company 401(k) Plan: Login, Facts & Contact Information

Catalina Island Company 401(k) Plan Facts

Plan name
SANTA CATALINA ISLAND SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CATALINA ISLAND COMPANY
Participants
604 (300 active employees)
Former employees with a balance
149
Plan assets
$27,258,970 at Dec 31, 2024
Average account balance
$65,843 across 414 accounts
Employer contributions
$686,596 in plan year 2024 (29% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.36 million went into the plan in contributions, $686,596 of it from the employer (29%).
  • $2.02 million was paid out to participants.
  • Investment and other income added $2.96 million.
  • Administrative expenses were $111,394, about $269 per account.

How the Catalina Island Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019466$20.5 million$669,927$945,655
2020501$21.9 million$535,062$1.96 million
2021498$23.2 million$418,773$2.49 million
2022364$21.2 million$555,347$1.09 million
2023555$24.1 million$716,871$1.85 million
2024604$27.3 million$686,596$2.02 million

Catalina Island Company 401(k) Contact Information

Phone
310-510-2000
Mailing address
150 METROPOLE AVENUE PO BOX 737, AVALON CA 907040737
Plan sponsor
CATALINA ISLAND COMPANY
Employer identification number (EIN)
33-0672690
Plan number
003

Questions about the Catalina Island Company 401(k)

Does Catalina Island Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $686,596, 29% of all contributions.

Does the Catalina Island Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Catalina Island Company 401(k) plan?

604 participants at the start of plan year 2024, 300 of them active employees, and 149 former employees who still had money in the plan.

What is the average 401(k) balance at Catalina Island Company?

About $65,843 per account: $27.3 million in plan assets across 414 accounts with a balance at the end of plan year 2024.

Who manages the Catalina Island Company 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Catalina Island Company. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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