Original filing (PDF)20250714073820NAL0000770433001

PATHSTONE CORPORATION

Name: PATHSTONE CORPORATION — PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLAN, Form 5500 (2023)
Creator: PATHSTONE CORPORATION

Form 5500-SF

FILING_RECEIVED

PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHSTONE CORPORATION.

Plan sponsor

Name

PATHSTONE CORPORATION

EIN

16-0984913

Address

400 EAST AVENUE · ROCHESTER, NY · 14607

Phone

(585) 340-3711

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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