How big is Pathfinder Advisory, Inc.'s plan?

Pathfinder Advisory, Inc.'s plan reported $3.1M in assets and 4 participants for 2024.

Original filing (PDF)20250516121458NAL0020154225001

Pathfinder Advisory, Inc.

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

Form 5500-SF

FILING_RECEIVED

Pathfinder Advisory, Inc. 401(k) Plan

401(k) retirement plan · Pathfinder Advisory, Inc.'s Pathfinder Advisory, Inc. 401(k) Plan held $3.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Pathfinder Advisory, Inc.'s EIN is 36-4111289.

EIN 36-4111289

Plan number 001

Plan year 2024

ACK ID 20250516121458NAL0020154225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pathfinder Advisory, Inc.'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 PATHFINDER ADVISORY, INC..

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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