How big is Pathfinder Wealth Advisors, LLC's plan?

Pathfinder Wealth Advisors, LLC's plan reported $324K in assets and 2 participants for 2024.

Original filing (PDF)20250807145916NAL0003799041001

Pathfinder Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Pathfinder Wealth Advisors 401(k) & Profit Sharing Plan

401(k) retirement plan · Pathfinder Wealth Advisors, LLC's Pathfinder Wealth Advisors 401(k) & Profit Sharing Plan held $324K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

People on this filing

Anthony Warren signed Pathfinder Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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 Wealth Advisors, LLC's EIN is 47-2098858.

EIN 47-2098858

Plan number 001

Plan year 2024

ACK ID 20250807145916NAL0003799041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pathfinder Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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