Lifepath, Inc.'s EIN is 04-2542539.
Download the official 2024 Form 5500 (PDF) for Lifepath, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifepath, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ CONSERVATIVE 2035 R WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $1.0M | 13.7% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $672K | 8.9% | |
| FLEXPATH INDEX+ CONSERVATIVE RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $653K | 8.6% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $564K | 7.5% | |
| Vanguard FTSE Social Index Fund Admiral Shares " | Common Collective Trusts | — | — | $540K | 7.1% | |
| FLEXPATH INDEX+ MODERATE 2035 FUND WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $478K | 6.3% | |
| Vanguard Equity-Income Fund Admiral Shares " | Mutual Funds | — | — | $418K | 5.5% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $406K | 5.4% | |
| American Funds New Perspective Fund Class R6 " | Mutual Funds | — | — | $387K | 5.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FUN WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $345K | 4.6% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $294K | 3.9% | |
| JPMorgan U.S. Equity Fund Class R6 " | Other securities | — | — | $227K | 3.0% | |
| FLEXPATH INDEX+ MODERATE RET R1HTTP WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $171K | 2.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 FUN WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $151K | 2.0% | |
| Victory Sycamore Small Company Opportunity Fund R6 " | Common Stocks | — | — | $151K | 2.0% | |
| DFA International Core Equity Portfolio Institutional Class " | Mutual Funds | — | — | $55K | 0.7% | |
| DFA Intermediate Government Fixed Income Portfolio Institutional Class " | Mutual Funds | — | — | $51K | 0.7% | |
| Fidelity Small Cap Index " | Mutual Funds | — | — | $43K | 0.6% | |
| FLEXPATH INDEX+ AGGR 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $41K | 0.5% | |
| Harbor International Small Cap Institutional Class " ** 1 JP Morgan Large Cap Grow th R6 " | Other securities | — | — | $29K | 0.4% | |
| American Century Small Cap Grow th R6 Mutual fund | Other securities | — | — | $21K | 0.3% | |
| FLEXPATH INDEX+ CONS 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $18K | 0.2% | |
| BlackRock Total Return Fund Class K Shares " | Other securities | — | — | $11K | 0.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 FUN WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 FUND WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONS 2055 FUND WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
