How big is Pathwise CPA Group's plan?

Pathwise CPA Group's plan reported $135K in assets and 5 participants for 2024.

Original filing (PDF)20250630121354NAL0011778193001

Pathwise CPA Group

Name: Pathwise CPA Group — Form 5500 (2024)
Creator: Pathwise CPA Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pathwise CPA Group

401(k) retirement plan · Pathwise CPA Group held $135K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Shirley Horner signed Pathwise CPA Group's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 CPA Group's EIN is 85-1325856.

EIN 85-1325856

Plan number 001

Plan year 2024

ACK ID 20250630121354NAL0011778193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pathwise CPA Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pathwise CPA Group's 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 CPA GROUP.

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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