How big is Pathfinder Planning, LLC's plan?

Pathfinder Planning, LLC's plan reported $25K in assets and 4 participants for 2024.

Original filing (PDF)20250722111733NAL0002683953001

Pathfinder Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Pathfinder Planning LLC 401(k) Plan

401(k) retirement plan · Pathfinder Planning, LLC's Pathfinder Planning LLC 401(k) Plan held $25K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Aaron Salmon signed Pathfinder Planning, LLC's 2024 Form 5500 as plan administrator.

Aaron Salmon — 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 Planning, LLC's EIN is 27-3071273.

EIN 27-3071273

Plan number 001

Plan year 2024

ACK ID 20250722111733NAL0002683953001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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