Lifepath, Inc.'s EIN is 23-7402943.
Download the official 2023 Form 5500 (PDF) for Lifepath, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 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 | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIGITAL INSURANCE, INC. | 58-2522668 | — | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Century Growth R6 Mutual Fund-43,842.488 shares $ 1,855,334 | Other securities | — | $1.9M | $2.6M | 11.3% | |
| Vanguard Balanced Index Admiral Mutual Fund-52,818.106 | Mutual Funds | — | $2.1M | $2.5M | 10.7% | |
| Vanguard 500 Index Admiral Mutual Fund-4,602.701 shares | Common Collective Trusts | — | $1.4M | $2.3M | 9.9% | |
| Bond Plan shares | Other securities | — | $1.7M | $1.5M | 6.5% | |
| Vanguard Target Retirement 2035 Mutual Fund-59,333.211 shares | Mutual Funds | — | $1.3M | $1.4M | 6.0% | |
| Discovery Fund I Class Vanguard Equity-Income Admiral Mutual Fund-13,213.845 shares | Mutual Funds | — | $1.1M | $1.2M | 5.0% | |
| Notes receivable from participants Interest rates 4.25% to 9.50% | Bonds / Notes | — | $1.0M | $1.0M | 4.4% | |
| Vanguard Target Retirement 2030 Mutual Fund-26,229.966 shares | Mutual Funds | — | $954K | $987K | 4.2% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $858K | 3.7% | |
| Conestoga Small Cap Institutional Mutual Fund-11,625.769 shares | Other securities | — | $660K | $829K | 3.6% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund-16,101.967 shares | Other securities | — | $815K | $824K | 3.5% | |
| Fund Fidelity Inter Index Fund Mutual Fund-16,505.053 shares | Common Collective Trusts | — | $729K | $821K | 3.5% | |
| INSTL Premium CL MFS Mid Cap Value R6 Mutual Fund-22,028.567 shares | Mutual Funds | — | $605K | $720K | 3.1% | |
| Fidelity Real Estate Investment Mutual Fund-17,370.342 shares | Mutual Funds | — | $701K | $649K | 2.8% | |
| Vanguard Target Retirement 2025 Mutual Fund-30,568.607 shares | Mutual Funds | — | $593K | $591K | 2.5% | |
| Vanguard Target Retirement 2050 Mutual Fund-11,760.405 shares | Mutual Funds | — | $509K | $570K | 2.4% | |
| T. Rowe Price International Mutual Fund-8,214.622 shares | Other securities | — | $561K | $539K | 2.3% | |
| Vanguard Target Retirement 2040 Mutual Fund-12,038.204 shares | Mutual Funds | — | $470K | $509K | 2.2% | |
| Vanguard Target Retirement 2045 Mutual Fund-10,953.753 shares | Mutual Funds | — | $279K | $317K | 1.4% | |
| Vanguard Target Retirment 2055 Mutual Fund-4,959.357 shares | Mutual Funds | — | $230K | $268K | 1.1% | |
| Metropolitan West Total Return | Other securities | — | — | $180K | 0.8% | |
| Vanguard Target Retirement 2060 Mutual Fund-3,468.382 shares | Mutual Funds | — | $152K | $173K | 0.7% | |
| Dodge & Cox Income | Mutual Funds | — | — | $138K | 0.6% | |
| Income R6 Pricing* | Other securities | — | — | $86K | 0.4% | |
| Vanguard Target Retirement Mutual Fund-6,025.446 shares | Mutual Funds | — | $83K | $80K | 0.3% | |
| Vanguard Target Retirement 2020 Mutual Fund-2,742.835 shares | Mutual Funds | — | $83K | $77K | 0.3% | |
| MFS New Discovery Value R5 Mutual Fund-3,393.91 shares | Mutual Funds | — | $61K | $60K | 0.3% | |
| Fidelity Small Cap Index FD Mutual Fund-1,778.027 shares | Mutual Funds | — | $46K | $45K | 0.2% | |
| Fidelity Mid Cap Index FD Mututal Fund-655.155 shares | Mutual Funds | — | $19K | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
