AUMdb

Path Corporation 403(b) Plan

Sponsored by Path · EIN 953950196 · Plan #001

Total assets
$16.6M
Net assets
$16.6M
Active participants
1,098
With balances
1,082

Plan year beginning 01/01/2024 · 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
Accelerate Investment Advisors Llc CRD 325859 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees $72,123
Accelerate Retirement Investment management $52,348
Economic Group Pension Services Contract administrator, Direct payment from the plan, Participant loan processing $25,625