How big is Pathstone Corporation's plan?

Pathstone Corporation's plan reported $2.4M in assets and 78 participants for 2023.

Original filing (PDF)20250714073820NAL0000770433001

Pathstone Corporation

Name: Pathstone Corporation — Pathstone Corporation Puerto, Form 5500 (2023)
Creator: Pathstone Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathstone Corporation Puerto Rico Retirement Plan

Defined-contribution retirement plan · Pathstone Corporation's Pathstone Corporation Puerto Rico Retirement Plan held $2.4M in plan assets for 78 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Ruperto Montero signed Pathstone Corporation's 2023 Form 5500 as plan administrator.

Ruperto Montero — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pathstone Corporation's EIN is 16-0984913.

EIN 16-0984913

Plan number 002

Plan year 2023

ACK ID 20250714073820NAL0000770433001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pathstone Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pathstone Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATHSTONE CORPORATION.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score