Gregg Russo signed Catalyst Pharmaceuticals, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catalyst Pharmaceuticals, Inc.'s EIN is 76-0837053.
Download the official 2024 Form 5500 (PDF) for Catalyst Pharmaceuticals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catalyst Pharmaceuticals, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Class K " | Mutual Funds | — | — | $2.5M | 15.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.3M | 14.3% | |
| Fidliety Freedom 2040 Fund Class K " | Other securities | — | — | $1.9M | 11.4% | |
| Fidelity Blue Chip Growth Fund " | Mutual Funds | — | — | $1.5M | 9.4% | |
| Fidelity Freedom 2030 Fund Class K " | Mutual Funds | — | — | $1.1M | 6.9% | |
| Fidelity Freedom 2050 Fund Class K " | Mutual Funds | — | — | $1.1M | 6.5% | |
| Fidelity Freedom 2025 Fund Class K " | Mutual Funds | — | — | $955K | 5.8% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $670K | 4.1% | |
| Fidliety Freedom 2045 Fund Class K " | Other securities | — | — | $580K | 3.6% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $537K | 3.3% | |
| Fidelity Small Cap Growth Fund " | Mutual Funds | — | — | $383K | 2.3% | |
| MFS Mid Cap Growth Fund Class R3 " | Mutual Funds | — | — | $267K | 1.6% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $259K | 1.6% | |
| Fidelity Freedom 2055 Fund Class K " | Mutual Funds | — | — | $242K | 1.5% | |
| Fidelity International Capital Appreciation Fund " | Mutual Funds | — | — | $220K | 1.3% | |
| Fidelity Global Ex U.S. Index Fund " | Common Collective Trusts | — | — | $215K | 1.3% | |
| Allspring Special Mid Cap Value Fund " | Other securities | — | — | $204K | 1.3% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $189K | 1.2% | |
| T. Rowe Price Dividend Growth Fund " | Other securities | — | — | $174K | 1.1% | |
| BrokerageLink Self-directed brokerage account | Self-Directed Brokerage | — | — | $156K | 1.0% | |
| Fidelity Freedom 2060 Fund Class K " | Mutual Funds | — | — | $123K | 0.8% | |
| JPMorgan U.S. Value Fund Class R6 Mutual fund | Other securities | — | — | $118K | 0.7% | |
| Fidelity Emerging Markets Fund " | Mutual Funds | — | — | $109K | 0.7% | |
| Allspring Special Small Cap Value Fund " | Other securities | — | — | $82K | 0.5% | |
| Virtus Duff & Phelps Real Estate Securities Fund Class R6 " | Other securities | — | — | $79K | 0.5% | |
| Fidelity Freedom 2065 Fund Class K " | Mutual Funds | — | — | $53K | 0.3% | |
| Fidelity Freedom 2015 Fund Class K " ** 203 * Fidelity Freedom 2020 Fund Class K " | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
