Kathryn Walenty signed Jupiterone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jupiterone, Inc.'s EIN is 85-1643254.
Download the official 2024 Form 5500 (PDF) for Jupiterone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jupiterone, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.2M | 22.2% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $834K | 15.9% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $775K | 14.8% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $632K | 12.0% | |
| Fidelity FID BLUE CHIP GR K6 | Mutual Funds | — | — | $392K | 7.5% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $331K | 6.3% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $147K | 2.8% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $118K | 2.2% | |
| Money Market * Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $115K | 2.2% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $105K | 2.0% | |
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $91K | 1.7% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $82K | 1.6% | |
| Columbia COL CONTRAN CORE I3 | Other securities | — | — | $68K | 1.3% | |
| Notes receivable from participants Interest rates was 9.50% per annum | Bonds / Notes | — | — | $64K | 1.2% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $56K | 1.1% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $48K | 0.9% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $46K | 0.9% | |
| Cohen & Steers C&S REALTY SHARES Z | Other securities | — | — | $33K | 0.6% | |
| JP Morgan JPM GOVT BOND R6 | Mutual Funds | — | — | $31K | 0.6% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $27K | 0.5% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $24K | 0.5% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $21K | 0.4% | |
| Fidelity FID EMERGING MKTS K | Mutual Funds | — | — | $21K | 0.4% | |
| Fidelity FID INTL CAP APPR K6 | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity FID SMALL CAP GR K6 | Mutual Funds | — | — | $5K | <0.1% | |
| Columbia COL SM CAP VAL II I3 | Other securities | — | — | $4K | <0.1% | |
| Carillon Eagle CRLN E MID CAP GR R6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity FID INFL PR BD IDX | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
