Sandy Oluwek signed PATH's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PATH's EIN is 95-3950196.
Download the official 2024 Form 5500 (PDF) for PATH from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PATH's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE RETIREMENT | — | ALISO VIEJO, CA | FINANCIAL ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NW Trust Company, FSB American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $2.3M | 14.2% | |
| NW Trust Company, FSB American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $2.1M | 12.5% | |
| NW Trust Company, FSB American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $1.9M | 11.3% | |
| NW Trust Company, FSB American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $1.7M | 10.6% | |
| NW Trust Company, FSB American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $1.3M | 8.0% | |
| NW Trust Company, FSB American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $988K | 6.0% | |
| NW Trust Company, FSB American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $927K | 5.6% | |
| NW Trust Company, FSB American Century Ultra | Common Stocks | — | — | $757K | 4.6% | |
| NW Trust Company, FSB BlackRock iShares S&P 500 Index | Common Collective Trusts | — | — | $713K | 4.3% | |
| NW Trust Company, FSB American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $712K | 4.3% | |
| NW Trust Company, FSB Putnam Large Cap Value | Mutual Funds | — | — | $619K | 3.7% | |
| NW Trust Company, FSB American Funds 2020 Target Date Retirement | Mutual Funds | — | — | $340K | 2.1% | |
| Investments - * NW Trust Company, FSB AB Small Cap Growth Portfolio Advisor Class ** $ | Common Stocks | — | — | $280K | 1.7% | |
| NW Trust Company, FSB BlackRock iShares MSCI EAFE International Index | Common Stocks | — | — | $275K | 1.7% | |
| Participant Loans 5.25% -10.50% -0- | Bonds / Notes | — | — | $249K | 1.5% | |
| NW Trust Company, FSB American Century Mid Cap Value ** 2 * NW Trust Company, FSB American Century Small Cap Value | Common Stocks | — | — | $167K | 1.0% | |
| NW Trust Company, FSB American Funds 2065 Target Date Retirement | Mutual Funds | — | — | $154K | 0.9% | |
| NW Trust Company, FSB American Funds 2010 Target Date Retirement | Mutual Funds | — | — | $145K | 0.9% | |
| NW Trust Company, FSB American Funds 2015 Target Date Retirement | Mutual Funds | — | — | $118K | 0.7% | |
| Investments (Continued) - * American Funds Washington Mutual Investors - A | Mutual Funds | — | — | $99K | 0.6% | |
| American Funds Europacific Growth - A | Mutual Funds | — | — | $48K | 0.3% | |
| NW Trust Company, FSB Vanguard Health Care Investor Share ** 2 * NW Trust Company, FSB Vanguard Large Cap Index Admiral Shares | Mutual Funds | — | — | $43K | 0.3% | |
| American Funds The Growth Fund of America - A | Mutual Funds | — | — | $42K | 0.3% | |
| NW Trust Company, FSB BlackRock iShares U.S. Aggregate Bond Index | Common Stocks | — | — | $36K | 0.2% | |
| NW Trust Company, FSB MFS Research International | Mutual Funds | — | — | $35K | 0.2% | |
| American Funds The Growth Fund of America - F1 | Mutual Funds | — | — | $33K | 0.2% | |
| NW Trust Company, FSB Federated Hermes Government Obligations | Common Stocks | — | — | $28K | 0.2% | |
| American Funds American High-Income Trust - A | Mutual Funds | — | — | $27K | 0.2% | |
| American Funds Washington Mututal Investors - F1 | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds The Income Fund of America - A | Mutual Funds | — | — | $23K | 0.1% | |
| American Funds The New Economy - Fund A | Mutual Funds | — | — | $22K | 0.1% | |
| NW Trust Company, FSB Vanguard Total International Bond Index ** 453 * NW Life Insurance Co. Best of America - Fixed Stable Value | Stable Value | — | — | $19K | 0.1% | |
| American Funds Fundamental Investors - A | Mutual Funds | — | — | $18K | 0.1% | |
| NW Trust Company, FSB T Rowe Price Large Cap Growth | Mutual Funds | — | — | $15K | <0.1% | |
| NW Trust Company, FSB Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| American Funds Fundamental Investors - F1 | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds Capital World Growth and Income - Fund A | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds AMCAP - F1 | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds AMCAP - Fund A | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds Smallcap World - Fund A | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds Capital Income Builder - A | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds American Funds U.S. Govt. Money Mrk - A | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds New World - Fund A | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds International Growth and Income - A | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Balanced - Fund A | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds New Perspective - A ** 497 * American Funds The Bond Fund of America - A | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Mutual - A ** 47 * American Funds The Investment Company of America - A | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds U.S. Government Securities - Fund A | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Capital World Bond - Fund A | 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 |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | MOBILE, AL | TPA | $26K | — |
