Stephanie Sewell signed Pathway VET Alliance LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathway VET Alliance LLC's EIN is 81-3009747.
Download the official 2024 Form 5500 (PDF) for Pathway VET Alliance LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathway VET Alliance LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $388K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $65K | — |
| ARMANINO LLP | 94-6214841 |
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 500 Index | Common Collective Trusts | — | — | $29.1M | 13.9% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $28.7M | 13.8% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $25.9M | 12.4% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $23.1M | 11.1% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $21.0M | 10.1% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $15.6M | 7.5% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $13.1M | 6.3% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $8.2M | 3.9% | |
| AB Large Cap Growth Z | Other securities | — | — | $7.1M | 3.4% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $5.6M | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.1M | 2.0% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $3.6M | 1.7% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $3.3M | 1.6% | |
| Fidelity International Index | Mutual Funds | — | — | $2.8M | 1.3% | |
| Participant Loans | Participant loans | — | — | $2.0M | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $1.8M | 0.9% | |
| Pimco Income Fund Institutional Class | Mutual Funds | — | — | $1.7M | 0.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.7M | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 0.8% | |
| MFS Value R6 | Mutual Funds | — | — | $1.6M | 0.7% | |
| AF Europacific Growth R6 | Other securities | — | — | $1.2M | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.1M | 0.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.0M | 0.5% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $553K | 0.3% | |
| John Hancock Funds Disciplined Value Mid Cap Fund | Other securities | — | — | $357K | 0.2% | |
| Fidelity Freedom Inc K6 | Mutual Funds | — | — | $263K | 0.1% | |
| American Century Small Cap Value R6 | Other securities | — | — | $228K | 0.1% | |
| PIF Small Cap Growth I R6 | Other securities | — | — | $97K | <0.1% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom 2070 K6 | Mutual Funds | — | — | $722 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $11K |
| — |
