DIRECTPATH 401K PLAN

EIN: 020677999
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Plan Overview & Key Metrics

DIRECTPATH 401K PLAN is a defined contribution retirement plan offered by DIRECTPATH, LLC. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

DIRECTPATH 401K PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in DIRECTPATH 401K PLAN is 165.

*Data from public filings (2021) 020677999-001 (2024).

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

DIRECTPATH 401K PLAN Contact Info:

Reach the plan administrator by phone:

  • Plan phone: (205) 397-2800

Please log in to view the contact name and other detailed contact information.

Enrollment & Brokerage Features

The following features describe how DIRECTPATH 401K PLAN handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of DIRECTPATH 401K PLAN:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

Get Key Insights for This Plan

Join our community and get data-driven insights about DIRECTPATH 401K PLAN. See how it compares to peer companies in fees, match generosity, and investment quality in its MyPlanIQ plan rating.

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