Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Flexpath Strategies, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 47 retirement plans with 100 or more participants reported paying Flexpath Strategies, LLC $5,000 or more. Those plans cover 48,890 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $978K. Per plan, the median was $25.89 per participant, with the middle half of plans between $12.21 and $47.56. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (5), Texas (5) and Maryland (4).
In 2020 it appeared on 10 such filings; in 2024, 47. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.21 | $25.89 | $47.56 |
| Compensation as a share of plan net assets | 0.03% | 0.04% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The 401(k) Plan | Pentegra Services, Inc. | NY | 9,376 | $192M | $6,309 |
| Your 401(k) Plan | Plan Professionals, LLC | NJ | 8,694 | $46.1M | $6,077 |
| Duquesne University 403(b) Defined Contribution Retirement Plan | Duquesne University of the Holy Spirit | PA | 3,902 | $488M | $81K |
| Ithaca College 403(b) Retirement Plan | Ithaca College | NY | 3,750 | $635M | $132K |
| Wilmington University 403(b) DC Plan | Wilmington University, Inc. | DE | 2,381 | $118M | $60K |
| Abilene Christian University 403(b) Retirement Plan | Abilene Christian University | TX | 1,890 | $164M | $103K |
| Norwich University Defined Contribution Retirement Plan | Norwich University | VT | 1,875 | $176M | $44K |
| The Family 401(k) Plan | Denco Family, Inc. | CA | 1,181 | $2.6M | $1,176 |
| Federation of American Societies for Experimental Biology DC Plan | Federation of American Societies for Experimental Biology | MD | 906 | $144M | $23K |
| Methodist University Retirement Plan | Methodist University | NC | 872 | $63.4M | $19K |
| Pine Crest Preparatory School, Inc. 403(b) Plan | Pine Crest Preparatory School, Inc. | FL | 803 | $71.4M | $39K |
| Healthnet, Inc. 401(k) Plan | Healthnet, Inc. | IN | 742 | $32.9M | $16K |
| Queens University of Charlotte Retirement Plan | Queens University of Charlotte | NC | 742 | $66.8M | $27K |
| Neumann University Defined Contribution Retirement Plan | Neumann University | PA | 736 | $63.4M | $28K |
| Pine Crest Preparatory School, Inc. Money Purchase Pension Plan | Pine Crest Preparatory School, Inc. | FL | 716 | $68.0M | $34K |
| Affordable Engineering Services, Inc. 401(k) Plan | Affordable Engineering Services, Inc. | CA | 646 | $15.9M | $3,166 |
| Princeton Day School 403(b) Plan | Princeton Day School | NJ | 632 | $112M | $40K |
| The TSG PEP | Pentegra Retirement Services | NY | 624 | $19.0M | $661 |
| Charles E. Smith Jewish Day School Defined Contribution Plan | Charles E. Smith Jewish Day School of Greater Washington, Inc. | MD | 591 | $95.7M | $27K |
| Peddie School 403(b) Tda & DC Plan | The Peddie School | NJ | 538 | $87.8M | $28K |
| Minneapolis College of Art and Design Defined Contribution Retirement Plan | Minneapolis College of Art and Design | MN | 481 | $29.7M | $8,360 |
| Spartanburg Methodist College 403(b) Plan | Spartan Methodist College | SC | 452 | $13.6M | $1,851 |
| The Hun School of Princeton Retirement Plan | The Hun School of Princeton | NJ | 433 | $62.8M | $20K |
| North Carolina Wesleyan University Retirement Plan | North Carolina Wesleyan University | NC | 383 | $29.4M | $8,284 |
| Sreb Retirement Plan | Southern Regional Education Board | GA | 348 | $51.1M | $18K |
| Axa Assistance USA, Inc. 401(k) Plan | Axa Assistance USA, Inc. | IL | 337 | $26.5M | $12K |
| Purvis Systems, Inc. Retirement Plan | Purvis Systems Inc. | RI | 326 | $28.8M | $14K |
| Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust | Pacific Institute for Research and Evaluation Inc. | MD | 311 | $51.5M | $14K |
| Lincoln Institute of Land Policy 403(b) Retirement Plan | Lincoln Institute of Land Policy | MA | 299 | $58.0M | $23K |
| Society of Actuaries Research Institute 403(b) Retirement Plan | Society of Actuaries Research Institute | IL | 290 | $67.2M | $41K |
| Spencer Construction 401(k) Plan | Spencer Construction, LLC | AZ | 288 | $3.0M | $1,578 |
| Medzed, LLC 401(k) PS Plan | Medzed, LLC | GA | 267 | $3.1M | $1,497 |
| Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan | Cleveland Institute of Art | OH | 263 | $29.3M | $14K |
| B & J Group Retirement Plan | B & J Specialty, Inc. | IN | 253 | $5.4M | $2,247 |
| Foundation for the National Institutes of Health 403(b) DC Plan | Foundation for the National Institutes of Health Inc. | MD | 234 | $27.4M | $11K |
| International School of Louisiana 401(k) Plan | International School of Louisiana | LA | 233 | $3.3M | $1,275 |
| Metson Marine Services, Inc. 401(k) Plan & Trust | Metson Marine Services, Inc. | CA | 227 | $7.0M | $3,070 |
| Urban School of San Francisco Defined Contribution Retirement Plan | Urban School of San Francisco | CA | 220 | $42.4M | $14K |
| Virginia Episcopal School Defined Contribution Retirement Plan | Virginia Episcopal School | VA | 218 | $16.9M | $5,436 |
| Pac-Mac Holdings, Inc. 401(k) Plan | Pac-Mac Holdings, Inc. | TX | 208 | $5.8M | $417 |
Questions and answers
How many plans does Flexpath Strategies, LLC serve?
47 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Flexpath Strategies, LLC?
The median plan reported $25.89 per participant in direct and indirect compensation (47 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (20 plans), Investment management (7 plans), Investment advisory (participants) (6 plans) and Consulting (general) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.