Anne Babcock-Stiner signed Pathstone Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathstone Corporation's EIN is 16-0984913.
Download the official 2023 Form 5500 (PDF) for Pathstone Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pathstone Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4.3M | 22.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.5M | 18.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 12.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 10.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 8.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 6.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 5.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $677K | 3.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $646K | 3.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $514K | 2.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $295K | 1.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $142K | 0.8% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $124K | 0.7% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $121K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $84K | 0.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $49K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $18K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $18K | <0.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $17K | <0.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $17K | <0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $16K | <0.1% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $16K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $13K | <0.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $11K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| MFS NEW DISCOVERY FUND R6 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
