What public Form 5500 filings show about the Rowling & Associates LLC DBA Pathview Wealth Advisors 401(k) plan — and how to find and check your own account.
Rowling & Associates LLC DBA Pathview Wealth Advisors (EIN 84-4982964) reports PATHVIEW WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $2.0M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Rowling & Associates LLC DBA Pathview Wealth Advisors filing — schedules, fees, and providers.
Rowling & Associates LLC DBA Pathview Wealth Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Rowling & Associates LLC DBA Pathview Wealth AdvisorsHR for the recordkeeper’s name and login.
