Pathways Inc Retirement And Employee Savings Plan
Sponsored by Pathways Inc. · EIN 521226817 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 145
- With balances
- 174
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $9,074 |
| Wells Fargo Advisors Fin Net Llc | Investment advisory (plan) | $8,243 |
| Futureplan By Ascensus | Contract administrator, Other fees | $3,250 |
| Lincoln National Corporation | Contract administrator | $875 |