Timothy Taylor signed Passageways, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Passageways, Inc.'s EIN is 82-2007390.
Download the official 2024 Form 5500 (PDF) for Passageways, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Passageways, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $18K | — |
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 2055 Fund Institutional Premium Class 70,162 | Mutual Funds | — | — | $1.5M | 13.8% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 56,546 | Mutual Funds | — | — | $1.5M | 13.5% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 54,455 | Mutual Funds | — | — | $1.4M | 13.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 55,490 | Mutual Funds | — | — | $1.3M | 11.9% | |
| Fidelity 500 Index Fund 5,481 | Common Collective Trusts | — | — | $1.1M | 10.3% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 44,982 | Mutual Funds | — | — | $1.1M | 10.2% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 46,127 | Mutual Funds | — | — | $835K | 7.7% | |
| MFS Growth Fund Class R6 3,971 | Mutual Funds | — | — | $808K | 7.4% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class 15,377 | Mutual Funds | — | — | $310K | 2.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 20,326 | Mutual Funds | — | — | $298K | 2.7% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 12,344 | Mutual Funds | — | — | $229K | 2.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $101K | 0.9% | |
| T. Rowe Price Overseas Stock Fund 7,151 | Other securities | — | — | $90K | 0.8% | |
| Janus Henderson Enterprise Fund Class N 434 | Mutual Funds | — | — | $62K | 0.6% | |
| Fidelity Mid Cap Index Fund 1,779 | Common Collective Trusts | — | — | $60K | 0.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 9.00%-9.50%, with maturities through April, 2029 0 | Bonds / Notes | — | — | $60K | 0.5% | |
| American Funds New World R6 4 ** 285 Janus Henderson Triton Fund Class N 31 ** 859 JPMorgan Equity Income Fund Class R6 2,049 | Mutual Funds | — | — | $49K | 0.5% | |
| BlackRock Advantage Small Cap Core Fund Class K 801 | Other securities | — | — | $15K | 0.1% | |
| Fidelity Small Cap Value Index Fund 284 | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Fund 200 | Common Collective Trusts | — | — | $6K | <0.1% | |
| REGISTERED INVESTMENT COMPANIES PIMCO Income Fund Institutional Class 453 | Mutual Funds | — | — | $5K | <0.1% | |
| JPMorgan Core Bond Fund Class R6 202 | Other securities | — | — | $2K | <0.1% | |
| Fidelity Total Bond Fund 121 | Mutual Funds | — | — | $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 |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | 35-1090346 | — | ACCOUNTANT/AUDITOR | $24K | — |
