JOB PATH, Inc.'s EIN is 13-4038495.
Download the official 2023 Form 5500 (PDF) for JOB PATH, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)JOB PATH, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S American Funds 2045 Trgt Date Retire R3 | Mutual Funds | — | $28K | $576K | 11.3% | |
| American Funds 2050 Trgt Date Retire R3 | Mutual Funds | — | $27K | $532K | 10.4% | |
| American Funds 2030 Trgt Date Retire R3 | Mutual Funds | — | $27K | $459K | 9.0% | |
| Empower S&P SmCap 600 Index Fund Inv | Common Collective Trusts | — | $30K | $379K | 7.4% | |
| American Funds 2035 Trgt Date Retire R3 | Mutual Funds | — | $20K | $376K | 7.4% | |
| Empower S&P MidCap 400 Index Fund Inv | Common Collective Trusts | — | $18K | $370K | 7.2% | |
| American Funds 2020 Trgt Date Retire R3 | Mutual Funds | — | $26K | $344K | 6.7% | |
| Empower S&P 500 Index Fund Inv | Common Collective Trusts | — | $10K | $342K | 6.7% | |
| American Funds 2040 Trgt Date Retire R3 | Mutual Funds | — | $12K | $243K | 4.8% | |
| American Funds 2055 Trgt Date Retire R3 | Mutual Funds | — | $9K | $239K | 4.7% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $212K | 4.2% | |
| S SHARES / UNITS Mutual of America Interest Accumulation | Insurance Contracts | — | $155K | $155K | 3.0% | |
| with maturities through 2029 | Other securities | — | — | $133K | 2.6% | |
| PIMCO Income A | Mutual Funds | — | $12K | $121K | 2.4% | |
| American Funds 2015 Trgt Date Retire R3 | Mutual Funds | — | $8K | $100K | 2.0% | |
| American Funds 2025 Trgt Date Retire R3 | Mutual Funds | — | $6K | $97K | 1.9% | |
| T. Rowe Price Growth Stock Adv 824 | Other securities | — | — | $83K | 1.6% | |
| Guaranteed Interest Fund | Other securities | — | $58K | $58K | 1.1% | |
| SEPARATE ACCOUNTS * Mutual of America 2045 Retirement Fund | Pooled Separate Accounts | — | $20K | $54K | 1.1% | |
| Fidelity Advisor Small Cap Growth I | Mutual Funds | — | $2K | $51K | 1.0% | |
| American Funds American Balanced R3 | Mutual Funds | — | $1K | $42K | 0.8% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | $16K | $42K | 0.8% | |
| Columbia Dividend Income Adv | Other securities | — | $1K | $40K | 0.8% | |
| Empower International Index Fund Inv | Common Collective Trusts | — | $3K | $33K | 0.6% | |
| Victory Sycamore Established Value A 662 | Other securities | — | — | $32K | 0.6% | |
| American Century VP Capital Appreciation 366 | Other securities | — | — | $31K | 0.6% | |
| Mutual of America Aggressive Allocation | Other securities | — | $7K | $30K | 0.6% | |
| American Funds New World Fund - R3 263 | Mutual Funds | — | — | $21K | 0.4% | |
| Calvert VP SRI Balanced Portfolio 108 993 * Fidelity Investments VIP Mid Cap 7 988 * Fidelity Investments Contrafund Portfolio 3 727 * Mutual of America Mid Cap Value Fund 239 705 * Mutual of America 2040 Retirement Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Mutual of America Moderate Allocation | Other securities | — | $5K | $16K | 0.3% | |
| Calvert US Large Cap Core Rspnb Idx A 326 | Common Collective Trusts | — | — | $15K | 0.3% | |
| American Funds 2060 Target Date Ret R3 874 | Mutual Funds | — | — | $15K | 0.3% | |
| T. Rowe Price Blue Chip Growth Portfolio 193 | Other securities | — | — | $13K | 0.2% | |
| Columbia Small Cap Value I Adv 221 | Other securities | — | — | $11K | 0.2% | |
| Janus Henderson Enterprise S 85 | Mutual Funds | — | — | $11K | 0.2% | |
| PGIM High-Yield A | Other securities | — | $2K | $8K | 0.2% | |
| DFA Inflation-Protected Securities I 687 | Mutual Funds | — | — | $7K | 0.1% | |
| Mutual of America All America Fund 136 | Other securities | — | — | $5K | <0.1% | |
| Fidelity Investments VIP Asset Manager Portfolio 61 | Mutual Funds | — | — | $4K | <0.1% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | $1K | $4K | <0.1% | |
| Mutual of America Mid-Cap Equity Index 506 | Common Collective Trusts | — | — | $4K | <0.1% | |
| Mutual of America Equity Index Fund 151 | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard VIF International Portfolio 44 | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO VIT Real Return Portfolio 88 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEW YORK, NY | CONTRACT ADMIN | $0 | — |
