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  2. Rowling & Associates LLC Dba Pathview Wealth Advisors

Filings through Oct 24, 2026.

Rowling & Associates LLC Dba Pathview Wealth Advisors

EIN 84-4982964-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Health & Benefits
0
Participants
15
1455 FRAZEE RD., SUITE 700 - SAN DIEGO, CA 921084308619-295-0200
Plans on this EIN
1 filing
#001401(k)-$2.4M - 15 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PATHVIEW WEALTH ADVISORS 401(K) PLAN

401(k)

Assets$2.4M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PATHVIEW WEALTH ADVISORS 401(K) PLAN401(k)$2.4M152025
  • PATHVIEW WEALTH ADVISORS 401(K) PLAN$2.4M
    #001 · 401(k) · 202515
Retirement plans
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