Plan Snapshot
- Plan Sponsor: Katapult Group, INC.
- Sponsor EIN: 454770167
- Sponsor Address: 5360 LEGACY DRIVE BLDG 2, SUITE 135, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $6.9M | $604,606 | $893,298 |
| 2023 | 89 | $5.1M | $390,410 | $514,728 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,853 | — | $16,853 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,853
- Estimated Expense Ratio: 0.245% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,853 | — | — | — | — |
| 2023 | $5,786 | — | — | — | — |