Options Educational 403(b) Retirement Plan
Sponsored by Pathways In Education, Inc. · EIN 020541020 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $132,067 |
| Nova 401(k) Associates | Contract administrator | $63,443 |
| Empower Advisory Group, Llc | Investment management | $45,423 |
| Pension Assurance Llp | Accounting | $16,000 |
| 3 38 Investment Fiduciaries Inc | Investment advisory (plan) | $5,169 |
| Kestra Investment Services Llc | Other commissions | $0 |