Robert McPhillips signed Urban Pathways, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Urban Pathways, Inc.'s EIN is 13-2933675.
Download the official 2023 Form 5500 (PDF) for Urban Pathways, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Urban Pathways, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $917 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $7.3M | 95.6% | |
| MoA Balanced Fund * Mutual of America GROUP ANNUITY CONTRACT 21 MoA Clear Passage 2015 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $1.8M | 23.3% | |
| MoA Clear Passage 2030 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $1.8M | 23.2% | |
| MoA Core Bond Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $723K | 9.5% | |
| Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $511K | 6.7% | |
| MoA Clear Passage 2025 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $464K | 6.1% | |
| MoA Clear Passage 2020 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $452K | 5.9% | |
| Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $330K | 4.3% | |
| MoA International Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $225K | 2.9% | |
| PIMCO VIT Real Return Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $219K | 2.9% | |
| MoA Mid Cap Equity Index Fund * Mutual of America GROUP ANNUITY CONTRACT 878 MoA Mid Cap Value Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Collective Trusts | — | — | $156K | 2.0% | |
| MoA Clear Passage 2050 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $117K | 1.5% | |
| MoA Clear Passage 2040 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $109K | 1.4% | |
| MoA Moderate Allocation Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $104K | 1.4% | |
| MoA Clear Passage 2045 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $96K | 1.3% | |
| LVIP American Century Capital Appreciation Fund * Mutual of America GROUP ANNUITY CONTRACT 78 MFS VIT III Mid Cap Value Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $82K | 1.1% | |
| Mutual of America GROUP ANNUITY CONTRACT 119 American Funds Insurance Series New World Fund * Mutual of America GROUP ANNUITY CONTRACT 37 Calvert VP SRI Balanced Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $77K | 1.0% | |
| MoA Retirement Income Fund * Mutual of America GROUP ANNUITY CONTRACT 739 MoA Small Cap Equity Index Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Collective Trusts | — | — | $64K | 0.8% | |
| T. Rowe Price Blue Chip Growth Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $63K | 0.8% | |
| MoA Clear Passage 2055 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $47K | 0.6% | |
| Vanguard VIF International Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $44K | 0.6% | |
| Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $38K | 0.5% | |
| Vanguard VIF Real Estate Index Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $29K | 0.4% | |
| Mutual of America Interest Accumulation Account * Mutual of America GROUP ANNUITY CONTRACT 324 Neuberger Berman AMT Sustainable Equity Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $29K | 0.4% | |
| MoA Clear Passage 2065 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $20K | 0.3% | |
| Goldman Sachs VIT US Equity Insights Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $18K | 0.2% | |
| Fidelity VIP Asset Manager Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $12K | 0.2% | |
| Fidelity VIP Contrafund Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $12K | 0.2% | |
| DWS Capital Growth VIP * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $8K | 0.1% | |
| MoA All America Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $8K | 0.1% | |
| Vanguard VIF Diversified Value Portfolio * Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $6K | <0.1% | |
| MoA Equity Index Fund * Mutual of America GROUP ANNUITY CONTRACT 659 MoA Intermediate Bond Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Collective Trusts | — | — | $6K | <0.1% | |
| MoA Money Market Fund * Mutual of America GROUP ANNUITY CONTRACT | Cash / Money Market | — | — | $6K | <0.1% | |
| MoA Clear Passage 2060 Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $4K | <0.1% | |
| MoA Aggressive Allocation Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $2K | <0.1% | |
| MoA Conservative Allocation Fund * Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
