Pathfinder Services Retirement Plan — Form 5500 plan (Pathfinder Services, 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, Pathfinder Services Retirement Plan is a benefit plan reported by Pathfinder Services, Inc. under EIN 35-1122311 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $6,781,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathfinder Services, Inc.
EIN
35-1122311
Plan number
001
Plan type
2
Location
Huntington, IN
Latest filing year
2023
Participants
434
End-of-year plan assets
$6,781,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20250407130506NAL0018424353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,781,515
Total liabilities (EOY)
$0
Net assets (EOY)
$6,781,515
Net assets (BOY)
$6,490,945

Income & contributions

Employer contributions
$289,777
Participant contributions
$374,616
Total contributions
$769,110
Total income / additions
$1,641,898

Expenses & distributions

Benefits paid
$1,297,420
Administrative expenses
$50,205
Total expenses
$1,351,328
Net increase / (decrease)
$290,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym FinancialINVESTMENT ADVISOR$32,813not reported in the loaded dataset2023
Riversedge Advanced Retirement3RD PARTY ADMINISTRATOR$13,267$02023

Related Form 5500 pages