Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Pathway Wealth Management
EIN 85-2618732financial servicesLatest filing 2025
Plans
2
Retirement
2
$264K assets
Welfare
0
Participants
12
4270 RIVERWALK PARKWAY, SUITE 102 - RIVERSIDE, CA 92505269-223-9788pathwaywealthmgt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $264K assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATHWAY WEALTH 401(K) PLAN
401(k)
Assets$182K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PATHWAY WEALTH CASH BALANCE PLAN
Cash balance
Assets$82K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATHWAY WEALTH 401(K) PLAN | 401(k) | $182K | 7 | 2025 | |
| 002 | PATHWAY WEALTH CASH BALANCE PLAN | Cash balance | $82K | 5 | 2025 |
Retirement plans