Pathfinder Bank 401(k) Savings Plan
Sponsored by Pathfinder Bank · EIN 150408130 · Plan #002
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 271
- With balances
- 289
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 |
|---|---|---|
| Blue Water Capital Management, Llc CRD 127193 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blue Water Capital Mgmt Inc | Investment advisory (plan) | $25,806 |
| Benefit Plans Adminstrative Service | Contract administrator | $8,393 |
| Lifetime Benefits Solutions | Contract administrator | $1,357 |
| Empower Life & Annuity | Contract administrator | $0 |