2023 Form 5500 filing — Options Educational 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250512090822NAL0038245970001) for Options Educational 403(B) Retirement Plan, reported by Pathways In Education, Inc. under EIN 02-0541020 and plan number 001. It reports 824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250512090822NAL0038245970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathways In Education, Inc.
- EIN
- 02-0541020
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 824
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,793,126
- Net assets (EOY)
- $42,793,126
- Employer contributions
- $809,383
- Participant contributions
- $2,952,826
- Total income / additions
- $9,891,441
- Benefits paid
- $2,349,870
- Administrative expenses
- $236,618
- Total expenses
- $2,586,488
- Net increase / (decrease)
- $7,304,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $123,711 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $44,280 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $42,366 |
| Truog-Ryding Company Inc | CONTRACT ADMIN | $40,278 | $0 |
| Pension Assurance Llp | AUDITOR | $15,000 | $0 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $10,987 | $0 |