Career PATH Services' EIN is 91-1032846.
Download the official 2023 Form 5500 (PDF) for Career PATH Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Career PATH Services' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 403(b) annuity, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER RETIREMENT ADVISORY SERVICE | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Core Bond R6 | Other securities | — | — | $1.3M | 17.6% | |
| Thornburg International Value R5 | Other securities | — | — | $1.1M | 16.0% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $672K | 9.4% | |
| JPMorgan US Equity R5 | Other securities | — | — | $624K | 8.7% | |
| Thornburg Developing World R5 | Other securities | — | — | $477K | 6.7% | |
| iShares Russell Mid‐Cap Index A | Other securities | — | — | $396K | 5.5% | |
| MFS Value R4 | Mutual Funds | — | — | $339K | 4.7% | |
| T. Rowe Price Equity Income Fund | Other securities | — | — | $284K | 4.0% | |
| Fidelity Advisor Mid‐Cap Value Z | Mutual Funds | — | — | $274K | 3.8% | |
| PIMCO Real Return P | Mutual Funds | — | — | $261K | 3.7% | |
| Columbia Seligman Tech & Information I2 65 Eaton Vance Atlanta Capital S Mid‐Cap I | Other securities | — | — | $227K | 3.2% | |
| Victory Sycamore Small Co Opportunity I | Common Stocks | — | — | $203K | 2.8% | |
| Great‐West Life & Annuity Insurance Guaranteed Interest Fund | Other securities | — | — | $193K | 2.7% | |
| BNY Mellon Smallcap Stock Index Inv | Other securities | — | — | $176K | 2.5% | |
| Putnam High Yield Y | Mutual Funds | — | — | $143K | 2.0% | |
| Invesco International Bond Y 246 Invesco Real Estate Y | Mutual Funds | — | — | $132K | 1.9% | |
| Janus Henderson Venture I | Mutual Funds | — | — | $99K | 1.4% | |
| MFS Government Securities R4 1 MFS Research International R4 | Mutual Funds | — | — | $50K | 0.7% | |
| JPMorgan Smart Retirement 2050 R5 | Other securities | — | — | $20K | 0.3% | |
| JPMorgan Smart Retirement 2040 R5 | Other securities | — | — | $13K | 0.2% | |
| PIMCO Total Return I2 | Mutual Funds | — | — | $11K | 0.1% | |
| Hartford Mid‐Cap R4 | Other securities | — | — | $10K | 0.1% | |
| Pioneer Strategic Income Y | Other securities | — | — | $5K | <0.1% | |
| Templeton Foreign Adv | 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.
| Direct comp |
|---|
| Indirect comp |
|---|
| DA DAVIDSON & CO | — | GREAT FALLS, MT | BROKER/ADVISOR | $0 | — |
| DA DAVIDSON & CO | — | GREAT FALLS, MT | INVESTMENT MANAGEMENT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL AND HURLEY, INC | — | LIBERTY LAKE, WA | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANASTASI MOORE MARTIN PLLC | 20-8149084 | SPOKANE, WA | AUDITOR | $11K | — |
