How big is Onpath Financial, LLC's plan?

Onpath Financial, LLC's plan reported $4.3M in assets and 24 participants for 2024.

Original filing (PDF)20250908184449NAL0042073314001

Onpath Financial, LLC

Name: Onpath Financial, LLC — Onpath Financial 401(k) Plan, Form 5500 (2024)
Creator: Onpath Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onpath Financial 401(k) Plan

401(k) retirement plan · Onpath Financial, LLC's Onpath Financial 401(k) Plan held $4.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

David Kujawa signed Onpath Financial, LLC's 2024 Form 5500 as plan administrator.

David Kujawa — 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

Onpath Financial, LLC's EIN is 31-1826190.

EIN 31-1826190

Plan number 001

Plan year 2024

ACK ID 20250908184449NAL0042073314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Onpath Financial, 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 ONPATH FINANCIAL, 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