Pathfinder Services Retirement Plan
Sponsored by Pathfinder Services, Inc. · EIN 351122311 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 441
- With balances
- 220
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial | Investment advisory (participants), Investment advisory (plan), Investment management | $34,271 |
| Kt Administrators, Llc | Recordkeeping, Consulting (pension), Participant loan processing | $31,341 |