Original filing (PDF)20250915163522NAL0001608688001

Rowling & Associates LLC DBA Pathview Wealth Advisors

Name: Rowling & Associates LLC DBA Pathview Wealth Advisors — Form 5500 Plan 001 (2024)
Creator: Rowling & Associates LLC DBA Pathview Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathview Wealth Advisors 401(k) Plan

401(k) retirement plan · Rowling & Associates LLC DBA Pathview Wealth Advisors' Pathview Wealth Advisors 401(k) Plan held $2.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Rowling & Associates LLC DBA Pathview Wealth Advisors' EIN is 84-4982964.

EIN 84-4982964

Plan number 001

Plan year 2024

ACK ID 20250915163522NAL0001608688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rowling & Associates LLC DBA Pathview Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rowling & Associates LLC DBA Pathview Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROWLING & ASSOCIATES LLC DBA PATHVIEW WEALTH ADVISORS.

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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