Original filing (PDF)20250531234343NAL0009385185032

PATHWAY INSURANCE SERVICES, INC.

Name: PATHWAY INSURANCE SERVICES, INC. — PATHWAY INSURANCE SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: PATHWAY INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

PATHWAY INSURANCE SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PATHWAY INSURANCE SERVICES, INC.

EIN

20-0486245all filings

Address

2363 CORAL POINT DR. · CAPE CORAL, FL · 33990

Phone

(513) 662-7000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PAYUNG ADVISORS LLC

PAYUNG ADVISORS LLC PENSION PLAN

$330K · 2 participants

RH SIMS INSURANCE AGENCY DBA MINISTRY SURE

RH SIMS INSURANCE AGENCY DBA MINISTRY SURE 401(K) PLAN

$330K · 7 participants

OHIO PUBLIC RISK INSURANCE AGENCY, INC.

OHIO PUBLIC RISK 401(K) PLAN

$330K · 3 participants

JAMES PAGE INSURANCE AGENCY, INC.

JAMES PAGE INSURANCE AGENCY 401(K) PLAN

$330K · 6 participants

LISA HALL INSURANCE AGENCY, INC.

LISA HALL INSURANCE AGENCY, INC. 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.