How big is Passageway Financial LLC's plan?

Passageway Financial LLC's plan reported $31K in assets and 2 participants for 2025.

Original filing (PDF)20260504220444NAL0000324801032

Passageway Financial LLC

Name: Passageway Financial LLC — Passageway Financial, Form 5500 (2025)
Creator: Passageway Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Passageway Financial 401(k) Plan

401(k) retirement plan · Passageway Financial LLC's Passageway Financial 401(k) Plan held $31K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Elantha Barry signed Passageway Financial LLC's 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

Passageway Financial LLC's EIN is 87-1764987.

EIN 87-1764987

Plan number 001

Plan year 2025

ACK ID 20260504220444NAL0000324801032

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Passageway Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Passageway Financial LLC'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 PASSAGEWAY FINANCIAL LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PASSAGEWAY FINANCIAL LLC

EIN

all filings

Address

17 FOREST AVE · SUITE 018 · FOND DU LAC, WI · 54935

Phone

(612) 416-1223

Industry

Professional & Technical Services

Plan administrator