How big is Pathfinder Wealth Consulting's plan?

Pathfinder Wealth Consulting's plan reported $3.9M in assets and 14 participants for 2024.

Original filing (PDF)20250508144619NAL0012097169001

Pathfinder Wealth Consulting

Name: Pathfinder Wealth Consulting — Pathfinder Wealth, Form 5500 (2024)
Creator: Pathfinder Wealth Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathfinder Wealth Consulting 401(k) P/S Plan

401(k) retirement plan · Pathfinder Wealth Consulting's Pathfinder Wealth Consulting 401(k) P/S Plan held $3.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

John Zachary signed Pathfinder Wealth Consulting's 2024 Form 5500 as plan administrator.

John Zachary — 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

Pathfinder Wealth Consulting's EIN is 20-2687798.

EIN 20-2687798

Plan number 001

Plan year 2024

ACK ID 20250508144619NAL0012097169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pathfinder Wealth Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pathfinder Wealth Consulting's plan includes profit-sharing, a 401(k) feature, 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 PATHFINDER WEALTH CONSULTING.

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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