Kelsey Lakeberg signed Family Pathways' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Family Pathways' EIN is 41-1332828.
Download the official 2024 Form 5500 (PDF) for Family Pathways from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Family Pathways' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $406K | 30.8% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $406K | 30.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $287K | 21.8% | |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $287K | 21.8% | |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $147K | 11.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $147K | 11.2% | |
| PRIN LIFETIME 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $114K | 8.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $114K | 8.7% | |
| PRIN LIFETIME 2045 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $105K | 8.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $105K | 8.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $100K | 7.5% | |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $100K | 7.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $46K | 3.5% | |
| PRIN LIFETIME 2025 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $46K | 3.5% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $29K | 2.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $29K | 2.2% | |
| PRIN LIFETIME 2055 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $18K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $18K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $15K | 1.2% | |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $15K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $12K | 0.9% | |
| PRIN LIFETIME 2035 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $12K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $9K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9K | 0.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $8K | 0.6% | |
| PRIN MIDCAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $8K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $8K | 0.6% | |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $8K | 0.6% | |
| PRIN SMALLCAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $7K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $7K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $3K | 0.2% | |
| PRIN DIVERSIFIED INTL SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $3K | 0.2% | |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $694 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $116 | <0.1% | |
| PRIN LIFETM 2065 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
