Jorge Diaz signed Katapult Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Katapult Group, Inc.'s EIN is 45-4770167.
Download the official 2024 Form 5500 (PDF) for Katapult Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Katapult Group, Inc.'s plan includes a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.6M | 23.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.1M | 16.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $704K | 10.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $583K | 8.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $511K | 7.4% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $509K | 7.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $301K | 4.4% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $264K | 3.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $162K | 2.4% | |
| Fidelity International Index | Mutual Funds | — | — | $153K | 2.2% | |
| Katapult Group, Inc. 401(k) Retirement Plan * Participant loans interest rate 4.41% - 9.5% | Bonds / Notes | — | — | $137K | 2.0% | |
| Blackrock Mid-cap Growth Equity K | Other securities | — | — | $131K | 1.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $108K | 1.6% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $84K | 1.2% | |
| Baird Core Baird Core Plus Bond Inst | Other securities | — | — | $77K | 1.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $57K | 0.8% | |
| Pimco Income Instl | Mutual Funds | — | — | $52K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $49K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $39K | 0.6% | |
| JP Morgan JPMorgan U's Value R6 | Other securities | — | — | $36K | 0.5% | |
| T. Rowe Price T. Rowe Price Mid-cap Value I | Other securities | — | — | $33K | 0.5% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $32K | 0.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $24K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
