Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CATAPULT ADVISORS LLC
EIN 94-3402801investment bankingLatest filing 2025
Plans
2
Retirement
2
$766K assets
Welfare
0
Participants
4
315 MONTGOMERY, SUITE 988 - SAN FRANCISCO, CA 94104415-515-6105catapultadvisors.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $766K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CATAPULT ADVISORS LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$645K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CATAPULT ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$120K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CATAPULT ADVISORS LLC CASH BALANCE PENSION PLAN | CashBalance | $645K | 2 | 2025 | |
| 001 | CATAPULT ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $120K | 2 | 2025 |
Retirement plans