How many plans does Flexpath Strategies, LLC serve?

Flexpath Strategies, LLC serves 46 retirement plans with $4.4B in plan assets and 50,678 participants, based on the latest Form 5500 filings through 2024.

What does Flexpath Strategies, LLC charge?

Plans reported $1.1M in total Schedule C compensation paid to Flexpath Strategies, LLC. The median plan paid $14K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Flexpath Strategies, LLC

Matched across 3 name variants in the filings

Flexpath Strategies, LLC summary

Flexpath Strategies, LLC appears on 46 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.4B in assets for 50,678 participants. The median client plan holds $53.0M. Most client plans are sponsored in TX, CA and NC. The largest clients by plan assets are Ithaca College, Duquesne University of the Holy Spirit and Metropolitan Anesthesia Network, LLP. Plans reported $1.1M in direct and indirect compensation paid to Flexpath Strategies, LLC. The median is $14K per plan.

Participants: 50,678
Median plan assets: $53.0M
Median plan participants: 488
Median fees per plan: $14K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Ithaca College	NY	$683M	3,698
Duquesne University of the Holy Spirit	PA	$538M	3,885
Metropolitan Anesthesia Network, LLP	MN	$431M	671
Pentegra Services, Inc	CT	$331M	16,089
Norwich University	VT	$195M	1,858
Abilene Christian University	TX	$189M	1,973
Davenport University	MI	$171M	2,308
Federation of American Societies for Experimental Biology	MD	$141M	841
Wilmington University, Inc.	DE	$130M	2,410
The Finway Group	IA	$118M	1,318
Princeton Day School	NJ	$112M	632
Charles E. Smith Jewish Day School of Greater Washington, Inc.	MD	$106M	588
The Peddie School	NJ	$94.8M	542
Society of Actuaries Research Institute	IL	$75.5M	300
Queens University of Charlotte	NC	$75.1M	739
Pine Crest Preparatory School, Inc., plan 004	FL	$71.4M	803
Pine Crest Preparatory School, Inc., plan 003	FL	$68.0M	716
Methodist University	NC	$67.1M	862
Neumann University	PA	$66.8M	801
Hiram College	OH	$64.4M	655
The Hun School of Princeton	NJ	$62.8M	433
Lincoln Institute of Land Policy	MA	$61.5M	309
Southern Regional Education Board	GA	$56.1M	330
Urban School of San Francisco	CA	$49.9M	226
Converse University	SC	$49.8M	420

Ithaca College$683M
NYParticipants 3,698
Duquesne University of the Holy Spirit$538M
PAParticipants 3,885
Metropolitan Anesthesia Network, LLP$431M
MNParticipants 671
Pentegra Services, Inc$331M
CTParticipants 16,089
Norwich University$195M
VTParticipants 1,858
Abilene Christian University$189M
TXParticipants 1,973
Davenport University$171M
MIParticipants 2,308
Federation of American Societies for Experimental Biology$141M
MDParticipants 841
Wilmington University, Inc.$130M
DEParticipants 2,410
The Finway Group$118M
IAParticipants 1,318
Princeton Day School$112M
NJParticipants 632
Charles E. Smith Jewish Day School of Greater Washington, Inc.$106M
MDParticipants 588
The Peddie School$94.8M
NJParticipants 542
Society of Actuaries Research Institute$75.5M
ILParticipants 300
Queens University of Charlotte$75.1M
NCParticipants 739
Pine Crest Preparatory School, Inc., plan 004$71.4M
FLParticipants 803
Pine Crest Preparatory School, Inc., plan 003$68.0M
FLParticipants 716
Methodist University$67.1M
NCParticipants 862
Neumann University$66.8M
PAParticipants 801
Hiram College$64.4M
OHParticipants 655
The Hun School of Princeton$62.8M
NJParticipants 433
Lincoln Institute of Land Policy$61.5M
MAParticipants 309
Southern Regional Education Board$56.1M
GAParticipants 330
Urban School of San Francisco$49.9M
CAParticipants 226
Converse University$49.8M
SCParticipants 420

Top client states

TX5 plans
CA4 plans
NC4 plans
MD3 plans
NJ3 plans

Frequently asked questions

Who uses Flexpath Strategies, LLC?: 46 retirement plans list Flexpath Strategies, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ithaca College, Duquesne University of the Holy Spirit, Metropolitan Anesthesia Network, LLP, Pentegra Services, Inc and Norwich University. Most client plans are sponsored in TX, CA and NC.
How many plans does Flexpath Strategies, LLC serve?: Flexpath Strategies, LLC serves 46 retirement plans with $4.4B in plan assets and 50,678 participants, based on the latest Form 5500 filings through 2024.
What does Flexpath Strategies, LLC charge?: Plans reported $1.1M in total Schedule C compensation paid to Flexpath Strategies, LLC. The median plan paid $14K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served46-1 YoYRank #372 of mapped providers

Assets under administration$4.4B0.0%Rank #2580 by share of filed assets

Fees received$1MMedian $13,632/planSum across Schedule C direct + indirect

Net wins YoY+29 won - 7 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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