How big is Pathstone Partners, LLC's plan?

Pathstone Partners, LLC's plan reported $2.5M in assets and 31 participants for 2024.

Original filing (PDF)20260123141119NAL0008445458001

Pathstone Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Pathstone Partners, LLC 401(k) Plan

401(k) retirement plan · Pathstone Partners, LLC's Pathstone Partners, LLC 401(k) Plan held $2.5M in plan assets for 31 participants in 2024.

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Joseph JANG signed Pathstone Partners, LLC's 2024 Form 5500 as plan administrator.

Joseph JANG — 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

Pathstone Partners, LLC's EIN is 46-0826899.

EIN 46-0826899

Plan number 001

Plan year 2024

ACK ID 20260123141119NAL0008445458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pathstone Partners, 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 PATHSTONE PARTNERS, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off