Joseph Peeples signed Pathway, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathway, Inc.'s EIN is 63-0827995.
Download the official 2024 Form 5500 (PDF) for Pathway, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathway, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | — | DALLAS, TX | INVESTMENT ADVISOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund " | Mutual Funds | — | — | $1.1M | 35.1% | |
| Nuveen Lifecycle Index 2030 Fund " | Mutual Funds | — | — | $474K | 15.5% | |
| Nuveen Lifecycle Index 2040 Fund " | Mutual Funds | — | — | $352K | 11.5% | |
| Nuveen Lifecycle Index 2045 Fund " | Mutual Funds | — | — | $350K | 11.5% | |
| Nuveen Lifecycle Index 2050 Fund " | Mutual Funds | — | — | $216K | 7.1% | |
| Nuveen Lifecycle Index 2055 Fund " | Mutual Funds | — | — | $102K | 3.3% | |
| Nuveen Lifecycle Index 2025 Fund " | Mutual Funds | — | — | $87K | 2.8% | |
| Nuveen Lifecycle Index 2020 Fund " | Mutual Funds | — | — | $85K | 2.8% | |
| Nuveen Lifecycle Index Retirement Income Fund " | Mutual Funds | — | — | $36K | 1.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $27K | 0.9% | |
| Empower Fixed Account- Series Class II Guaranteed investment contract | Stable Value | — | — | $24K | 0.8% | |
| American Funds Bond Fund of America Fund " | Mutual Funds | — | — | $17K | 0.6% | |
| American Funds New World Fund " | Mutual Funds | — | — | $17K | 0.6% | |
| MFS Mid Cap Value Fund " ** 2 Nuveen International Equity Index Fund " | Common Collective Trusts | — | — | $16K | 0.5% | |
| Nuveen Lifecycle Index 2060 Fund " | Mutual Funds | — | — | $16K | 0.5% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $15K | 0.5% | |
| Fidelity Advisor Strategic Income Fund " | Mutual Funds | — | — | $12K | 0.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $10K | 0.3% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $7K | 0.2% | |
| MFS International Growth Fund " | Mutual Funds | — | — | $6K | 0.2% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $4K | 0.1% | |
| Nuveen Lifecycle Index 2065 Fund " | Mutual Funds | — | — | $4K | 0.1% | |
| JP Morgan Mid Cap Growth Fund " | Other securities | — | — | $4K | 0.1% | |
| American Funds American High Income Trust Fund " ** 615 American Funds American Mutual Fund " | Common Collective Trusts | — | — | $4K | 0.1% | |
| PGIM US Real Estate Fund " | Other securities | — | — | $3K | 0.1% | |
| Allspring Special Small Cap Value Fund Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Putnam Small Cap Growth Fund " | Mutual Funds | — | — | $1K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI TPA SERVICES | — | TALLAHASSEE, FL | TPA | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37 | — |
