How big is Pathwise Wealth Partners' plan?

Pathwise Wealth Partners' plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260401220103NAL0001850864039

Pathwise Wealth Partners

Name: Pathwise Wealth Partners — Pathwise Wealth Partners, Form 5500 (2025)
Creator: Pathwise Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathwise Wealth Partners 401(k) Plan

401(k) retirement plan · Pathwise Wealth Partners' Pathwise Wealth Partners 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Elantha Barry signed Pathwise Wealth Partners' 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Pathwise Wealth Partners' EIN is 47-2393033.

EIN 47-2393033

Plan number 001

Plan year 2025

ACK ID 20260401220103NAL0001850864039

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pathwise Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pathwise Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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