AUMdb

The Pathway School Defined Contribution Retirement Plan

Sponsored by The Pathway School · EIN 232586474 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
136
With balances
151

Plan year beginning 07/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American United Life Insurance Participant loan processing, Participant communication, Insurance mortality and expense $698