How big is Drive PATH Advisors' plan?

Drive PATH Advisors' plan reported $421K in assets and 13 participants for 2024.

Original filing (PDF)20251011114007NAL0008483841001

Drive PATH Advisors

Name: Drive PATH Advisors — Drive PATH Advisors 401(k), Form 5500 (2024)
Creator: Drive PATH Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Drive PATH Advisors 401(k) Plan

401(k) retirement plan · Drive PATH Advisors' Drive PATH Advisors 401(k) Plan held $421K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Richard Tatum signed Drive PATH Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Drive PATH Advisors' EIN is 87-1092673.

EIN 87-1092673

Plan number 001

Plan year 2024

ACK ID 20251011114007NAL0008483841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Drive PATH Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Drive PATH Advisors' 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 DRIVE PATH 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