Tammy MASK signed Operations Pathway Systems, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operations Pathway Systems, L.P.'s EIN is 75-2850532.
Download the official 2024 Form 5500 (PDF) for Operations Pathway Systems, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operations Pathway Systems, L.P.'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 82-3967259 | — | CUSTODIAN TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL NORTHEAST | 47-1411118 | — | ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $9.7M | 42.8% | |
| AMERICAN CENTURY RETIREMENT DATE GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $6.2M | 27.3% | |
| Global Trust Company American Century One Choice 2030 III | Common Stocks | — | — | $1.6M | 6.9% | |
| Reliance Trust GAC Series 25053 Class 0 | Other securities | — | — | $1.3M | 5.6% | |
| METLIFE STABLE VALUE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST CO · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| T Rowe Price US Equity Research 1 | Mutual Funds | — | — | $1.1M | 4.7% | |
| Global Trust Company American Century One Choice 2050 III | Common Stocks | — | — | $812K | 3.6% | |
| Global Trust Company American Century One Choice 2045 III | Common Stocks | — | — | $801K | 3.5% | |
| MFS Mid Cap Growth Class R6 | Mutual Funds | — | — | $780K | 3.4% | |
| Global Trust Company American Century One Choice 2040 III | Common Stocks | — | — | $691K | 3.0% | |
| INTERNATIONAL EQUITY FUND GREAT GRAY TRUST CO · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $641K | 2.8% | |
| Global Trust Company American Century One Choice 2035 III | Common Stocks | — | — | $627K | 2.8% | |
| American Funds Capital World Bond R6 ** 723 American Funds Moderate Growth and Income Portfolio R6 | Mutual Funds | — | — | $591K | 2.6% | |
| Global Trust Company American Century One Choice 2055 III | Common Stocks | — | — | $583K | 2.6% | |
| Global Trust Company American Century One Choice In Ret III | Common Stocks | — | — | $545K | 2.4% | |
| Global Trust Company American Century One Choice 2025 III | Common Stocks | — | — | $369K | 1.6% | |
| Global Trust Company American Century One Choice 2060 III | Common Stocks | — | — | $216K | 0.9% | |
| Blackrock Mid Cap Value Institutional | Other securities | — | — | $163K | 0.7% | |
| Noninterest-bearing cash | Cash / Money Market | — | — | $126K | 0.6% | |
| Columbia Dividend Income Fund Class A | Other securities | — | — | $115K | 0.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $97K | 0.4% | |
| Victory High Yield Y | Other securities | — | — | $89K | 0.4% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $65K | 0.3% | |
| Delaware Ivy Small Cap Growth Fund R6 | Other securities | — | — | $57K | 0.2% | |
| Blackrock Technology Opportunities | Other securities | — | — | $52K | 0.2% | |
| American Century Small Cap Value R6 | Other securities | — | — | $44K | 0.2% | |
| Great Gray Trust Company Core Plus Bond Fund II Class R1 | Common Stocks | — | — | $43K | 0.2% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $41K | 0.2% | |
| Vanguard Developed Markets Index Fund Admiral | Common Collective Trusts | — | — | $27K | 0.1% | |
| T Rowe Price Global Growth Stock 1 | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $17K | <0.1% | |
| Cohen & Steers Realty Shares Z | Other securities | — | — | $12K | <0.1% | |
| Janus Henderson Global Equity Income N | Mutual Funds | — | — | $10K | <0.1% | |
| MFS Research International R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Charles Schwab Government Money Fund | Mutual Funds | — | — | $6K | <0.1% | |
| JP Morgan Small Cap Equity Fund Class R6 | Other securities | — | — | $4K | <0.1% | |
| Blackrock Health Sciences Opportunities K | Other securities | — | — | $3K | <0.1% | |
| Global Trust Company American Century One Choice 2065 III | Common Stocks | — | — | $2K | <0.1% | |
| Blackrock Commodity Strategies Instl | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $34K | — |
