Path Forward Consulting 401(k) Plan: Login, Facts & Contact Information

Path Forward Consulting 401(k) Plan Facts

Plan name
RECKER CONSULTING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RECKER CONSULTING, LLC
Participants
542 (17 active employees)
Former employees with a balance
46
Plan assets
$2,364,251 at Dec 31, 2024
Average account balance
$37,528 across 63 accounts
Employer contributions
$50,930 in plan year 2024 (11% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $470,648 went into the plan in contributions, $50,930 of it from the employer (11%).
  • $1.08 million was paid out to participants.
  • Investment and other income added $719,099.
  • Administrative expenses were $56,654, about $899 per account.

How the Path Forward Consulting 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019308$2.07 million$54,984$333,104
2020343$2.90 million$62,430$164,283
2021374$4.27 million$130,479$57,966
2022526$6.77 million$219,073$369,377
2023631$8.80 million$219,106$1.83 million
2024542$2.36 million$50,930$1.08 million

Path Forward Consulting 401(k) Contact Information

Phone
800-816-4180
Mailing address
8044 MONTGOMERY RD SUITE 510, CINCINNATI OH 45236
Plan sponsor
RECKER CONSULTING, LLC
Employer identification number (EIN)
20-0378455
Plan number
001

Questions about the Path Forward Consulting 401(k)

Does Path Forward Consulting contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $50,930, 11% of all contributions.

Does the Path Forward Consulting 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Path Forward Consulting 401(k) plan?

542 participants at the start of plan year 2024, 17 of them active employees, and 46 former employees who still had money in the plan.

What is the average 401(k) balance at Path Forward Consulting?

About $37,528 per account: $2.36 million in plan assets across 63 accounts with a balance at the end of plan year 2024.

Who manages the Path Forward Consulting 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Path Forward Consulting. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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