Cynthia Harsen signed Pathways in Education, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathways in Education, Inc.'s EIN is 02-0541020.
Download the official 2024 Form 5500 (PDF) for Pathways in Education, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathways in Education, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 Fund Class K Shares Mutual Fund | Other securities | — | — | $2.3M | 23.2% | |
| BlackRock LifePath Index 2040 Fund Class K Shares Mutual Fund | Other securities | — | — | $1.2M | 12.6% | |
| BlackRock LifePath Index 2050 Fund Class K Shares Mutual Fund | Other securities | — | — | $1.0M | 10.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $626K | 6.3% | |
| American Funds Bond Fund of America R6 Mutual Fund | Mutual Funds | — | — | $499K | 5.0% | |
| Fidelity Freedom 2040 K Mutual Fund | Mutual Funds | — | — | $496K | 5.0% | |
| BlackRock 80/20 Target Allocation K Mutual Fund | Other securities | — | — | $304K | 3.1% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $270K | 2.7% | |
| BlackRock LifePath Index 2055 Fund Class K Shares Mutual Fund | Other securities | — | — | $237K | 2.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $228K | 2.3% | |
| Guaranteed Interest Fund Fully Benefit-Responsive Investment Contract | Other securities | — | — | $190K | 1.9% | |
| American Funds Moderate Growth and Income R-6 Mutual Fund | Mutual Funds | — | — | $179K | 1.8% | |
| MassMutual Small Cap Growth Equity Mutual Fund ** 10 MFS International Growth Fund Class R6 Mutual Fund | Mutual Funds | — | — | $171K | 1.7% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $158K | 1.6% | |
| Fidelity Emerging Markets Disc Mutual Fund ** 52 * Fidelity Freedom 2010 K Mutual Fund | Mutual Funds | — | — | $120K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $119K | 1.2% | |
| Fidelity Advisor Strategic Income Fund Class I Mutual Fund | Mutual Funds | — | — | $106K | 1.1% | |
| Fidelity Freedom 2035 K Mutual Fund | Mutual Funds | — | — | $97K | 1.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $87K | 0.9% | |
| Templeton Developing Markets R6 Mutual Fund | Mutual Funds | — | — | $82K | 0.8% | |
| Fidelity Value Mutual Fund | Mutual Funds | — | — | $77K | 0.8% | |
| Fidelity Freedom 2050 K Mutual Fund | Mutual Funds | — | — | $73K | 0.7% | |
| Fidelity Intermediate Government Income Mutual Fund ** 500 * Fidelity Government Money Market Mutual Fund | Mutual Funds | — | — | $71K | 0.7% | |
| Fidelity Value Strategy Mutual Fund ** 28 * Fidelity Magellan Mutual Fund | Mutual Funds | — | — | $61K | 0.6% | |
| Fidelity Puritan Mutual Fund | Mutual Funds | — | — | $58K | 0.6% | |
| Putnam Large Cap Value Mutual Fund | Mutual Funds | — | — | $58K | 0.6% | |
| Fidelity Small Cap Growth Mutual Fund ** 467 * Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $57K | 0.6% | |
| Fidelity Canada Mutual Fund ** 54 * Fidelity Blue Chip Growth Mutual Fund | Mutual Funds | — | — | $55K | 0.6% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | Other securities | — | — | $52K | 0.5% | |
| Fidelity Freedom 2030 K Mutual Fund | Mutual Funds | — | — | $50K | 0.5% | |
| Fidelity Overseas Mutual Fund ** 403 * Fidelity Select Consumer Finance Mutual Fund ** 37 * Fidelity Leveraged Co Stk Mutual Fund | Mutual Funds | — | — | $49K | 0.5% | |
| Fidelity Asset Mgr 50% Mutual Fund | Mutual Funds | — | — | $43K | 0.4% | |
| Fidelity Large Cap Stock Mutual Fund | Mutual Funds | — | — | $39K | 0.4% | |
| American Century Government Bond Fund R5 Class Mutual Fund | U.S. Treasuries | — | — | $39K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $37K | 0.4% | |
| Fidelity Balanced Mutual Fund | Mutual Funds | — | — | $33K | 0.3% | |
| Fidelity Freedom 2025 K Mutual Fund | Mutual Funds | — | — | $32K | 0.3% | |
| Fidelity Asset Mgr 85% Mutual Fund | Mutual Funds | — | — | $27K | 0.3% | |
| Fidelity Select Biotech Mutual Fund | Mutual Funds | — | — | $26K | 0.3% | |
| Fidelity Small Cap Stock Fund Mutual Fund | Mutual Funds | — | — | $25K | 0.3% | |
| Fidelity Capital Appreciation Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Government Cash Reserve Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Select Semiconductor Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| JPMorgan Large Cap Growth R4 Mutual Fund | Other securities | — | — | $22K | 0.2% | |
| Fidelity Pacific Basin Fund Mutual Fund ** 82 * Fidelity Real Estate Invs Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Select Medical Technology and Devices Mutual Fund ** 981 * Fidelity Japan Small Co Mutual Fund ** 94 * Fidelity Treasury Only Money Market Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity International Cap Appreciation Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Goldman Sachs Small Cap Value Insights R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Fidelity Fund Mutual Fund | Mutual Funds | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $45K |
| — |
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | — | CONTRACT ADMIN | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | AGOURA HILLS, CA | AUDITOR | $16K | — |
