Pathlight Inc. 403(b) Retirement Savings Plan
Sponsored by Pathlight, Inc. · EIN 042210685 · Plan #002
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 428
- With balances
- 349
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $83,480 |
| Aafcpas, Inc. | Accounting | $26,396 |
| Global Retirement Partners Llc | Investment advisory (plan) | $25,559 |
| Cambridge Investment Research Inc | Investment advisory (plan) | $1,370 |