How big is Pathwise Management, LLC's plan?

Pathwise Management, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250724140154NAL0007257712001

Pathwise Management, LLC

Name: Pathwise Management, LLC — Pathwise Leadership, Form 5500 (2024)
Creator: Pathwise Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathwise Leadership 401(k) Plan

401(k) retirement plan · Pathwise Management, LLC's Pathwise Leadership 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

AMY Willmann signed Pathwise Management, LLC's 2024 Form 5500 as plan administrator.

AMY Willmann — 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

Pathwise Management, LLC's EIN is 26-1541880.

EIN 26-1541880

Plan number 001

Plan year 2024

ACK ID 20250724140154NAL0007257712001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pathwise Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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