Pathways, Incorporated Employees' Retirement Plan
Sponsored by Pathways Inc · EIN 161089007 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 496
- With balances
- 463
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $21,136 |
| John Hancock Life Ins Company Of Ny | Recordkeeping, Investment management, Shareholder servicing fees | $9,270 |
| Citizens & Northern Bank | Investment advisory (participants) | $8,417 |
| Cetera Investment Advisors Llc | Investment advisory (participants) | $4,116 |