Ip Pathways 401(k) Plan
Sponsored by Ip Pathways, Llc · EIN 261356061 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 122
- With balances
- 112
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan) | $8,325 |
| Iron Horse Wealth Mgmt | Investment advisory (plan) | $4,570 |
| The Vanguard Group, Inc. | Investment advisory (participants) | $3,782 |