AUMdb

Pathways To Housing Pa, Inc. 401(k) Plan

Sponsored by Pathways To Housing Pa, Inc. · EIN 452612118 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
131
With balances
224

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Summit Group Retirement Planners, Inc. CRD 169823 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping fees $22,624
Summit Group Retirement Investment advisory (plan), Direct payment from the plan $13,167