Renee FINK signed Clearpath Workforce Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearpath Workforce Management, Inc.'s EIN is 94-3374899.
Download the official 2024 Form 5500 (PDF) for Clearpath Workforce Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearpath Workforce Management, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TTL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $767K | 13.4% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $503K | 8.8% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $495K | 8.7% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $420K | 7.3% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $400K | 7.0% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $378K | 6.6% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $364K | 6.4% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $344K | 6.0% | |
| Transamerica American Funds Growth Fund of America Retirement Fund | Mutual Funds | — | — | $342K | 6.0% | |
| AMERICAN FDS GR FD OF AMER RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $342K | 6.0% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $312K | 5.5% | |
| Transamerica Stable Value Advantage Fund | Stable Value | — | — | $220K | 3.8% | |
| TRANSAMERICA LG D BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $185K | 3.2% | |
| TRANSAMERICA LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 327 | Pooled Separate Account | — | — | $158K | 2.8% | |
| TRANSAMERICA SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 254 | Pooled Separate Account | — | — | $109K | 1.9% | |
| COLUMBIA BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 630 | Pooled Separate Account | — | — | $83K | 1.5% | |
| Transamerica State Street Emerging Markets Index Retirement Fund | Other securities | — | — | $82K | 1.4% | |
| COLUMBIA DIVIDEND INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 632 | Pooled Separate Account | — | — | $82K | 1.4% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $56K | 1.0% | |
| AMERICAN FDS SMALLCAP WRLD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $52K | 0.9% | |
| INVESCO MAIN STREET MID CAP RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 098 | Pooled Separate Account | — | — | $52K | 0.9% | |
| Transamerica Calvert Equity Retirement Fund | Other securities | — | — | $51K | 0.9% | |
| CALVERT EQ PORTFOLIO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 258 | Pooled Separate Account | — | — | $51K | 0.9% | |
| AMERICAN FDS NEW PERSP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $39K | 0.7% | |
| BLACKROCK EQ DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $38K | 0.7% | |
| ALLSPRING SPECIAL MD CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 745 | Pooled Separate Account | — | — | $38K | 0.7% | |
| LOOMIS SAYLES BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 107 | Pooled Separate Account | — | — | $37K | 0.6% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $23K | 0.4% | |
| Transamerica TA Asset Allocation - Growth Portfolio Retirement Fund | Other securities | — | — | $22K | 0.4% | |
| TRANSAMER ASST ALLC-GR PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 039 | Pooled Separate Account | — | — | $22K | 0.4% | |
| Transamerica Small/Mid Cap Value Retirement Fund | Other securities | — | — | $21K | 0.4% | |
| TRANSAMERICA SM/MD CP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 791 | Pooled Separate Account | — | — | $21K | 0.4% | |
| TRANSAMERICA HIGH YIELD BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 787 | Pooled Separate Account | — | — | $16K | 0.3% | |
| Transamerica TA Asset Allocation Moderate Portfolio Retirement Fund | Other securities | — | — | $14K | 0.3% | |
| TRANSAMER ASST ALLC-MD PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 037 | Pooled Separate Account | — | — | $14K | 0.3% | |
| Participant loans Loan issued at interest rates of 9.00% to 9.50% with various maturities - | Bonds / Notes | — | — | $13K | 0.2% | |
| Transamerica TA Asset Allocation Moderate Growth Portfolio Retirement Fund | Other securities | — | — | $12K | 0.2% | |
| TRANS ASST ALLC-MD GR PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 038 | Pooled Separate Account | — | — | $12K | 0.2% | |
| FIDELITY ADV STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 571 | Pooled Separate Account | — | — | $12K | 0.2% | |
| AEGON US CORE PLUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 349 | Pooled Separate Account | — | — | $12K | 0.2% | |
| Transamerica Calvert Equity Retirement Fund | Other securities | — | — | $9K | 0.2% | |
| LORD ABBETT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 661 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Transamerica TA Asset Allocation - Conservative Portfolio Retirement Fund | Other securities | — | — | $8K | 0.1% | |
| TRANSAMERICA LG 2065 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Transamerica International Growth Retirement Fund | Other securities | — | — | $8K | 0.1% | |
| TRANSAMERICA INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 666 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Transamerica Invesco International Growth Retirement Fund | Mutual Funds | — | — | $6K | 0.1% | |
| INVESCO INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 029 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Transamerica Thornburg International Equity Retirement Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
