Katecho, LLC's EIN is 42-1219199.
Download the official 2024 Form 5500 (PDF) for Katecho, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Katecho, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $10.9M | 100.0% | |
| T. ROWE PRICE RETIREMENT 2050 TR-K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.8% | |
| T. ROWE PRICE RETIREMENT 2025 TR-K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 11.5% | |
| T. ROWE PRICE RETIREMENT 2030 TR-K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $907K | 8.3% | |
| T. ROWE PRICE RETIREMENT 2040 TR-K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $747K | 6.9% | |
| T. ROWE PRICE RETIREMENT 2045 TR-K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $745K | 6.9% | |
| T. ROWE PRICE RETIREMENT 2035 TR-K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $652K | 6.0% | |
| T. ROWE PRICE RETIREMENT 2055 TR-K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $608K | 5.6% | |
| T. ROWE PRICE RETIREMENT 2060 TR-K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $317K | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TR-K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $198K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2065 TR-K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $119K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR-K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $31K | 0.3% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TR-K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
