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  1. Companies/
  2. Pathstone Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Pathstone Corporation

EIN 16-0984913-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$22.9M assets
Health & Benefits
1
$1.2M premiums
Participants
1,305
400 EAST AVE. - ROCHESTER, NY 14607585-340-3367pathstone.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401(k)-$20.0M - 713 part#002Profit-sharing-$2.9M - 83 part#520Mixed-$1.2M - 580 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $22.9M assets / 796 participants

Assets by plan

Share of aggregate retirement assets

  • CORPORATION RETIREMENT PLAN (#001)$20.0M
  • RICO RETIREMENT PLAN (#002)$2.9M
Total $22.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ADP BROKER-DEALER$20.0M
  • (Not disclosed)$2.9M
Total $22.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#001)713
  • RICO RETIREMENT PLAN (#002)83
Total 796Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 580 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$722K
  • Other$422K
  • Life$413K
  • Short-term disability$413K
  • Long-term disability$413K
  • Vision$30K
  • +1 more
Total $1.2M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PATHSTONE CORPORATION RETIREMENT PLAN

401(k)

Assets$20.0M
Participants713
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLAN

Profit-sharing

Assets$2.9M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520

PATHSTONE WELFARE BENEFITS PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.2M
Covered lives580
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PATHSTONE CORPORATION RETIREMENT PLAN401(k)$20.0M7132025
#002PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLANProfit-sharing$2.9M832025
  • PATHSTONE CORPORATION RETIREMENT PLAN$20.0M
    #001 · 401(k) · 2025713
  • PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLAN$2.9M
    #002 · Profit-sharing · 202583

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#520PATHSTONE WELFARE BENEFITS PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$1.2M5802025
  • PATHSTONE WELFARE BENEFITS PLAN$1.2M
    #520 · Mixed · EXCELLUS BLUE CROSS BLUE SHIELD · 2025580
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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