AUMdb

Operations Pathway Systems L.P. Retirement Savings Plan

Sponsored by Operations Pathway Systems, L.P. · EIN 752850532 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
371
With balances
238

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Sentinel Benefits Group, Llc Recordkeeping, Direct payment from the plan $34,325
Hub International Northeast Investment advisory (plan), Investment management fees (direct) $21,855
Charles Schwab Custodial (securities), Trustee (individual), Direct payment from the plan $7,167