Ceallaigh Estepp signed Pathways to Community, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathways to Community, Inc.'s EIN is 47-0888342.
Download the official 2022 Form 5500 (PDF) for Pathways to Community, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Pathways to Community, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2050 R6 | Other securities | — | — | $212K | 36.1% | |
| JP Morgan Smart Retirement 2055 R6 | Other securities | — | — | $148K | 25.1% | |
| JP Morgan Smart Retirement Income R6 | Other securities | — | — | $37K | 6.3% | |
| JP Morgan Smart Retirement 2060 R6 | Other securities | — | — | $37K | 6.2% | |
| JP Morgan Smart Retirement 2035 R6 | Other securities | — | — | $31K | 5.3% | |
| Registered Investment Companies Fidelity 500 Index Fund | Common Collective Trusts | — | — | $30K | 5.1% | |
| JP Morgan Smart Retirement 2045 R6 | Other securities | — | — | $29K | 5.0% | |
| Common / Collective Trust Morley Stable Value Fund Fee Class 125 ** 63 Participant Loans * Participant Loans Interest from 4.25% to 4.5% -0- | Stable Value | — | — | $20K | 3.4% | |
| JP Morgan Smart Retirement 2040 R6 | Other securities | — | — | $18K | 3.0% | |
| Self-directed brokerage accounts * VMS Ameritrade Invest Fd Self-directed brokerage account | Self-Directed Brokerage | — | — | $12K | 2.0% | |
| Fidelity Emerging Markets Index ** 54 Fidelity Mid Cap Index ** 60 Fidelity Small Cap Index | Mutual Funds | — | — | $7K | 1.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $3K | 0.5% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.4% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.4% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 0.4% | |
| JP Morgan Smart Retirement 2030 R6 | Other securities | — | — | $2K | 0.4% | |
| Money Market VMS Ameritrade Interest-Bearing Cash | Cash / Money Market | — | — | $1K | 0.2% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $63 | <0.1% |
