Pathai 401(k) Plan
Sponsored by Pathai, Inc. · EIN 811778508 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 161
- With balances
- 450
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $33,950 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $26,037 |
| Pension Assurance, Llp | Accounting | $15,000 |