Patricia Walker signed Pathfinder, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathfinder, Inc.'s EIN is 71-0428218.
Download the official 2024 Form 5500 (PDF) for Pathfinder, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathfinder, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA), a 401(k) feature.
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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund – Institutional Premium Class Mutual Fund; 65,240 shares | Mutual Funds | — | $65K | $1.3M | 14.9% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund; 8,309 shares | Common Collective Trusts | — | $8K | $1.1M | 12.8% | |
| Fidelity Freedom Index 2045 Fund – Institutional Premium Class Mutual Fund; 41,975 shares | Mutual Funds | — | $42K | $1.1M | 12.3% | |
| Fidelity Freedom Index 2040 Fund – Institutional Premium Class Mutual Fund; 44,086 shares | Mutual Funds | — | $44K | $1.1M | 12.3% | |
| Fidelity Freedom Index 2035 Fund – Institutional Premium Class Mutual Fund; 38,038 shares | Mutual Funds | — | $38K | $887K | 10.0% | |
| Fidelity Freedom Index 2050 Fund – Institutional Premium Class Mutual Fund; 33,702 shares | Mutual Funds | — | $34K | $875K | 9.9% | |
| Fidelity Freedom Index 2055 Fund – Institutional Premium Class Mutual Fund; 23,805 shares | Mutual Funds | — | $24K | $509K | 5.8% | |
| Fidelity Freedom Index 2025 Fund – Institutional Premium Class Mutual Fund; 22,611 shares | Mutual Funds | — | $23K | $420K | 4.7% | |
| Fidelity Freedom Index 2020 Fund – Institutional Premium Class Mutual Fund; 23,023 shares | Mutual Funds | — | $23K | $363K | 4.1% | |
| Lincoln Stable Value Account Stable Value Fund; 229,979 shares | Stable Value | — | $230K | $230K | 2.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund; 687 shares | Common Collective Trusts | — | — | $224K | 2.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund; 1,082 shares | Common Collective Trusts | — | $1K | $125K | 1.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund; 6,534 shares | Common Collective Trusts | — | $7K | $100K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund; 8,391 shares | Common Collective Trusts | — | $8K | $80K | 0.9% | |
| Fidelity Freedom Index 2015 Fund – Institutional Premium Class Mutual Fund; 4,104 shares | Mutual Funds | — | $4K | $71K | 0.8% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund; 505 shares | Common Collective Trusts | — | — | $64K | 0.7% | |
| WP SR BALANCED 2 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | — | $3K | $59K | 0.7% | |
| Fidelity Freedom Index 2060 Fund – Institutional Premium Class Mutual Fund; 3,181 shares | Mutual Funds | — | $3K | $58K | 0.7% | |
| WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | — | $2K | $41K | 0.5% | |
| Fidelity Freedom Index 2065 Fund – Institutional Premium Class Mutual Fund; 2,481 shares | Mutual Funds | — | $2K | $36K | 0.4% | |
| Fidelity Emerging Markets Index Fund – Premium Class Mutual Fund; 3,274 shares | Common Collective Trusts | — | $3K | $34K | 0.4% | |
| Fidelity Freedom Index Income Fund – Institutional Premium Class Mutual Fund; 1,773 shares | Mutual Funds | — | $2K | $21K | 0.2% | |
| Fidelity Freedom Index 2010 Fund – Institutional Premium Class Mutual Fund; 994 shares | Mutual Funds | — | — | $13K | 0.1% | |
| WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | — | — | $12K | 0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Mutual Fund; 155 shares | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
