Jennifer DEES signed Catamorphic Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catamorphic Co.'s EIN is 46-3651669.
Download the official 2024 Form 5500 (PDF) for Catamorphic Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catamorphic Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $8.8M | 26.4% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $5.7M | 17.3% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $5.0M | 15.0% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $3.4M | 10.4% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $3.0M | 9.2% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $1.8M | 5.5% | |
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $1.3M | 3.8% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $754K | 2.3% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $636K | 1.9% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $488K | 1.5% | |
| American Century AM CENT GROWTH R6 | Other securities | — | — | $315K | 1.0% | |
| with maturities through December 2030. ‐0‐ | Other securities | — | — | $287K | 0.9% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $218K | 0.7% | |
| Victory S EST VAL R6 | Other securities | — | — | $191K | 0.6% | |
| Calvert CALV US LG CP CRI R6 | Other securities | — | — | $179K | 0.5% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $172K | 0.5% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $168K | 0.5% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $167K | 0.5% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST COMPANY, LLC · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $103K | 0.3% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $102K | 0.3% | |
| JPMorgan JPM MID CAP GRTH R6 | Other securities | — | — | $99K | 0.3% | |
| Calvert BOND R6 | U.S. Treasuries | — | — | $86K | 0.3% | |
| Goldman Sachs GS INTL EQ ESG R6 | Other securities | — | — | $76K | 0.2% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $27K | <0.1% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $26K | <0.1% | |
| Money market * Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $11K | <0.1% | |
| GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
