Pathways, Inc. 401(k) Profit Sharing Plan
Sponsored by Pathways, Inc. · EIN 610661987 · Plan #001
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 668
- With balances
- 641
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinity Pension Consultants Inc | Investment advisory (plan), Contract administrator | $37,378 |
| Empower Annuity Insurance Company | Recordkeeping fees | $35,742 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $11,697 |
| Raymond James & Associates Inc | Investment advisory (plan) | $11,188 |
| Empower Advisory Group, Llc | Investment management | $8,212 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services | Other commissions | $0 |