Plan Ledger DOL Form 5500 · updated monthly

Katapult Group, Inc.401(k)

KATAPULT GROUP, INC 401(K) RETIREMENT PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Katapult Group, Inc. reported $16,853 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $6,718 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.11% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,641st of 5,688), and 1,349th of 2,096 in real estate & leasing. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,869,890
Participants with balances108
Active participants90
Employer contributions$604,606
Employee contributions$893,298
Employer contribution per active participant$6,718
Average account balance$63,610
Benefits paid to participants$521,417
Plan auditUnmodified (clean) audit opinion
AuditorFREED MAXICK CPAS, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$6.9M · 108 accts · $605K emplr
2023$5.1M · 107 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,853
Total administrative$16,853
The Katapult Group, Inc. 401(k) match · 2024
Employer contribution per active participant$6,718
Median for plans this size$1,313
2024$6,718 per active participant
2023$4,387 per active participant

Katapult Group, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$16,853 · 0.28%
2023$5,786 · 0.11%
Similar plansReal Estate & Leasing · Texas
National Hme, Inc. TX$7.0M · 0.87%
W3 Luxury Living TX$6.2M · 0.10%
Kairoi Management, LLC TX$6.0M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454770167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.