Plan Snapshot
- Plan Sponsor: Pathward, National Association
- Sponsor EIN: 420747941
- Sponsor Address: 5501 S BROADBAND LANE, SIOUX FALLS, SD, 571082553
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,232
- Total Assets: $150.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1,232 | $150.9M | $7.5M | $11.8M |
| 2022 | 1,190 | $109.1M | $6.7M | $10.5M |