How big is Nativepath, LLC's plan?

Nativepath, LLC's plan reported $659K in assets and 102 participants for 2024.

Original filing (PDF)20250718115821NAL0002450656001

Nativepath, LLC

Name: Nativepath, LLC — Nativepath 401(k) Plan, Form 5500 (2024)
Creator: Nativepath, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nativepath 401(k) Plan

401(k) retirement plan · Nativepath, LLC's Nativepath 401(k) Plan held $659K in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

People on this filing

Marcus Bowie signed Nativepath, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Nativepath, LLC's EIN is 85-2807370.

EIN 85-2807370

Plan number 001

Plan year 2024

ACK ID 20250718115821NAL0002450656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nativepath, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NATIVEPATH, LLC

EIN

all filings

Address

1395 BRICKELL AVE. SUITE 800 · MIAMI, FL · 33131

Phone

(469) 964-8552

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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