Alexandra Scheiman signed PATH Robotics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PATH Robotics, Inc.'s EIN is 83-2135454.
Download the official 2024 Form 5500 (PDF) for PATH Robotics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PATH Robotics, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $19K | — |
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 | — | — | $1.3M | 29.7% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $640K | 15.0% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $338K | 7.9% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $276K | 6.4% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $205K | 4.8% | |
| iShares MSCI EAFE International | Other securities | — | — | $203K | 4.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $174K | 4.1% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $146K | 3.4% | |
| JP Morgan Large Cap Growth R3 | Other securities | — | — | $138K | 3.2% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $129K | 3.0% | |
| American Funds American Mutual | Mutual Funds | — | — | $120K | 2.8% | |
| Lord Abbett Developing Growth | Mutual Funds | — | — | $104K | 2.4% | |
| BlackRock Mid Cap Growth Index | Other securities | — | — | $83K | 1.9% | |
| LORD ABBETT TOTAL RETURN TRUST II C AST WILMINGTON TRUST · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $69K | 1.6% | |
| Empower Annuity Insurance EI Fixed Account | Other securities | — | — | $67K | 1.6% | |
| American Century Small Cap Value | Other securities | — | — | $63K | 1.5% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $53K | 1.2% | |
| Lord Abbett LifePath Index 2030 | Mutual Funds | — | — | $42K | 1.0% | |
| American Century Heritage | Other securities | — | — | $38K | 0.9% | |
| PGIM Core Bond | Other securities | — | — | $32K | 0.8% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $29K | 0.7% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | — | $25K | 0.6% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $20K | 0.5% | |
| Company of America * Notes receivable from participants with interest rates of 9.50% - | Bonds / Notes | — | — | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
