Marty Butler signed Carepathrx Midco Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carepathrx Midco Inc.'s EIN is 84-3548586.
Download the official 2024 Form 5500 (PDF) for Carepathrx Midco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carepathrx Midco 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND 2050 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $16.7M | 12.6% | |
| STATE ST SANDP 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $14.8M | 11.2% | |
| PIMCO REALPATH BLEND 2055 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $14.3M | 10.8% | |
| PIMCO REALPATH BLEND 2035 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $14.2M | 10.7% | |
| PIMCO REALPATH BLEND 2040 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $13.8M | 10.4% | |
| PIMCO REALPATH BLEND 2045 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $12.0M | 9.0% | |
| PIMCO REALPATH BLEND 2030 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $10.4M | 7.8% | |
| PIMCO REALPATH BLEND 2060 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $6.7M | 5.1% | |
| PIMCO REALPATH BLEND 2025 CT ADV SE PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $5.0M | 3.8% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $3.7M | 2.8% | |
| PGIM TOTAL RETURN FUND CIT FEE CLAS PGIM INVESTMENTS · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.8M | 2.1% | |
| STATE ST SANDP MIDCAP INDX SL CL XI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $2.3M | 1.7% | |
| SS RUSS SC IDX SECS LND II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| PIMCO REALPATH BL 2065 CO PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| Participant Loans 4.25% to 9.50% -0- | Bonds / Notes | — | — | $1.6M | 1.2% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| Guaranteed Income Account * Guaranteed Income Fund | Other securities | — | — | $1.5M | 1.1% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $1.3M | 1.0% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $1.2M | 0.9% | |
| Carillon Eagle Mid cap Growth R6 | Mutual Funds | — | — | $952K | 0.7% | |
| PIMCO REALPATH BLEND INC CT ADV SEL PIMCO FUNDS · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $879K | 0.7% | |
| FIDELITY MANAGED INCOME PORTFOLIO C FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $534K | 0.4% | |
| Fidelity Managed Income Portfolio CL 2 | Mutual Funds | — | — | $520K | 0.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $519K | 0.4% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $454K | 0.3% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $327K | 0.2% | |
| MFS Mid Cap Vaue R6 | Mutual Funds | — | — | $174K | 0.1% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $67K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
