How big is Pathway Financial Advisors, LLC's plan?

Pathway Financial Advisors, LLC's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250711085127NAL0004109235001

Pathway Financial Advisors, LLC

Name: Pathway Financial Advisors, LLC — Pathway Financial, Form 5500 (2024)
Creator: Pathway Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathway Financial Advisors 401(k) Plan

401(k) retirement plan · Pathway Financial Advisors, LLC's Pathway Financial Advisors 401(k) Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Pathway Financial Advisors, LLC's EIN is 20-0140604.

EIN 20-0140604

Plan number 001

Plan year 2024

ACK ID 20250711085127NAL0004109235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pathway Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pathway Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATHWAY FINANCIAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

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