Pathway Vet Alliance Llc 401 K Plan
Sponsored by Pathway Vet Alliance Llc · EIN 813009747 · Plan #002
- Total assets
- $208M
- Net assets
- $207M
- Active participants
- 9,520
- With balances
- 5,622
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $388,227 |
| Creative Planning Llc | Investment advisory (plan) | $65,087 |
| Armanino Llp | Consulting (general) | $10,500 |