Pathfinder Village, Inc. Deferred Annuity Plan
Sponsored by Pathfinder Village, Inc. · EIN 150618744 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 241
- With balances
- 262
Plan year beginning 07/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Strategic Financial Services, Inc. CRD 109677 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Claims processing, Contract administrator, Recordkeeping | $28,553 |
| Strategic Financial Services | Investment advisory (plan) | $25,843 |