Options Educational 403(B) Retirement Plan — Form 5500 plan (Pathways In Education, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Options Educational 403(B) Retirement Plan is a benefit plan reported by Pathways In Education, Inc. under EIN 02-0541020 and plan number 001. The latest loaded filing year is 2023. The filing reports 824 participants and $42,793,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pathways In Education, Inc.
- EIN
- 02-0541020
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 824
- End-of-year plan assets
- $42,793,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 824 | H, C | 20250512090822NAL0038245970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,793,126
- Net assets (EOY)
- $42,793,126
- Net assets (BOY)
- $35,488,173
Income & contributions
- Employer contributions
- $809,383
- Participant contributions
- $2,952,826
- Total contributions
- $3,764,532
- Total income / additions
- $9,891,441
Expenses & distributions
- Benefits paid
- $2,349,870
- Administrative expenses
- $236,618
- Total expenses
- $2,586,488
- Net increase / (decrease)
- $7,304,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $123,711 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $44,280 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $42,366 | 2023 |
| Truog-Ryding Company Inc | CONTRACT ADMIN | $40,278 | $0 | 2023 |
| Pension Assurance Llp | AUDITOR | $15,000 | $0 | 2023 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $10,987 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pathways In Education, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Truog-Ryding Company Inc — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation