Pamela Hart signed Pathstone's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathstone's EIN is 27-1957427.
Download the official 2024 Form 5500 (PDF) for Pathstone from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathstone's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $13.1M | 24.7% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $6.7M | 12.5% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $2.4M | 4.5% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $2.2M | 4.1% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $2.1M | 4.0% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $2.1M | 3.9% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $2.0M | 3.9% | |
| WCM FCSD INTL GR IS | Other securities | — | — | $1.9M | 3.5% | |
| Brown Advisory BA SUSTAIN GRTH INV | Other securities | — | — | $1.8M | 3.4% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $1.8M | 3.4% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $1.5M | 2.9% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $1.4M | 2.6% | |
| Artisan INTL VAL IS | Other securities | — | — | $1.2M | 2.2% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $1.1M | 2.0% | |
| Dodge & Cox DODGE & COX INCOME I | Mutual Funds | — | — | $830K | 1.6% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $813K | 1.5% | |
| RBC EMRG MKTS EQ I | Other securities | — | — | $778K | 1.5% | |
| Loomis Sayles LOOMIS GROWTH Y | Other securities | — | — | $718K | 1.4% | |
| Conestoga SM CAP IS | Other securities | — | — | $668K | 1.3% | |
| Coho Relative Value COHO REL VAL EQ ADV | Other securities | — | — | $654K | 1.2% | |
| Fidelity Investments Fidelity Investments – Brokeragelink | Mutual Funds | — | — | $643K | 1.2% | |
| Hartford HTFD S INTL STK SDR | Other securities | — | — | $532K | 1.0% | |
| Causeway INTL VAL IV | Other securities | — | — | $517K | 1.0% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $487K | 0.9% | |
| M&G (Lux) Investment Funds MGL EMRG MKTS INST | Other securities | — | — | $477K | 0.9% | |
| Participant Loans Interest rates ranging from 4.25% to 10.25% | Bonds / Notes | — | — | $447K | 0.8% | |
| Artisan INTL INST | Other securities | — | — | $395K | 0.7% | |
| Baron Real Estate BARON REAL ESTATE IS | Other securities | — | — | $372K | 0.7% | |
| Pimco INCOME INST | Mutual Funds | — | — | $332K | 0.6% | |
| Parametric PRMTRC CMDY STRAT I | Other securities | — | — | $327K | 0.6% | |
| Fidelity FID ST BOND IDX | U.S. Treasuries | — | — | $324K | 0.6% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $275K | 0.5% | |
| Boston Trust BTW SMID CAP | Other securities | — | — | $268K | 0.5% | |
| Lord Abbett LD ABBETT BD DBNTR I | Mutual Funds | — | — | $263K | 0.5% | |
| AB DISC VALUE ADV | Other securities | — | — | $256K | 0.5% | |
| AMG Timessquare AMG TS INTL SMCP Z | Other securities | — | — | $203K | 0.4% | |
| T. Rowe Price TRP EM DISC STK I | Other securities | — | — | $197K | 0.4% | |
| Segall Bryant & Hamill SBH SM CAP GR INST | Other securities | — | — | $190K | 0.4% | |
| AB S EQUITY OPPS R5 | Other securities | — | — | $166K | 0.3% | |
| Calvert CALV FLEXIBLE BOND I | Other securities | — | — | $165K | 0.3% | |
| RBC SM CP VAL I | Other securities | — | — | $157K | 0.3% | |
| Ariel FUND INST | Other securities | — | — | $156K | 0.3% | |
| Boston Common Asset BOS COM ESG IMP INTL | Common Stocks | — | — | $109K | 0.2% | |
| Boston Trust BTW EQUITY | Other securities | — | — | $102K | 0.2% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $66K | 0.1% | |
| FH Engagement FH SDG ENGAGE EQ IS | Other securities | — | — | $17K | <0.1% | |
| Spyglass Capital Management Spyglass Growth ** 56 * Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
