Christopher Kauffman signed Pathfinder Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathfinder Services, Inc.'s EIN is 35-1122311.
Download the official 2023 Form 5500 (PDF) for Pathfinder Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pathfinder Services, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYM FINANCIAL | 35-1550787 | — | INVESTMENT ADVISOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIVERSEDGE ADVANCED RETIREMENT | 27-1155910 | — | 3RD PARTY ADMINISTRATOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Vanguard 500 Index Fund | Common Collective Trusts | — | — | $880K | 13.0% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $610K | 9.0% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $507K | 7.5% | |
| Charles Schwab Trust Bank DFA U.S. Large Cap Value Portfolio | Mutual Funds | — | — | $482K | 7.1% | |
| Charles Schwab Trust Bank DFA International Value Portfolio | Mutual Funds | — | — | $459K | 6.8% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $396K | 5.8% | |
| Charles Schwab Trust Bank Vanguard Growth Index Fund | Common Collective Trusts | — | — | $343K | 5.1% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $331K | 4.9% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $287K | 4.2% | |
| Charles Schwab Trust Bank DFA Emerging Markets | Mutual Funds | — | — | $274K | 4.0% | |
| Charles Schwab Trust Bank Diamond Hill Core Bond Fund | Mutual Funds | — | — | $211K | 3.1% | |
| Charles Schwab Trust Bank Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $201K | 3.0% | |
| Charles Schwab Trust Bank Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $187K | 2.8% | |
| Charles Schwab Trust Bank Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $182K | 2.7% | |
| June 2029 | Other securities | — | — | $166K | 2.5% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $155K | 2.3% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $136K | 2.0% | |
| Charles Schwab Trust Bank PIMCO Short-Term Fund | Mutual Funds | — | — | $104K | 1.5% | |
| Charles Schwab Trust Bank Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $80K | 1.2% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $77K | 1.1% | |
| Charles Schwab Trust Bank Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $68K | 1.0% | |
| Charles Schwab Trust Bank DFA Intermediate Government Fixed-Income Fund | Mutual Funds | — | — | $53K | 0.8% | |
| Charles Schwab Trust Bank DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $41K | 0.6% | |
| Charles Schwab Trust Bank Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $40K | 0.6% | |
| Charles Schwab Trust Bank DFA U.S. Small Cap Value Portfolio | Mutual Funds | — | — | $28K | 0.4% | |
| Charles Schwab Trust Bank DFA U.S. Micro Cap Portfolio | Mutual Funds | — | — | $20K | 0.3% | |
| Charles Schwab Trust Bank Schwab Municipal Money Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
