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Original filing (PDF)20250908124816NAL0032475136001
PATHWAYS IN EDUCATION, INC.
Form 5500
FILING_RECEIVED
OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
83 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHWAYS IN EDUCATION, INC..
Plan sponsor
Name
PATHWAYS IN EDUCATION, INC.
EIN
02-0541020
Address
320 N. HALSTEAD ST. · SUITE 140 · PASADENA, CA · 91107
Phone
(626) 685-9300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $132K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $45K | — |
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $5K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | — | CONTRACT ADMIN | $63K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | AGOURA HILLS, CA | AUDITOR | $16K | — |
Investments
83 direct securities· $9.9M
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 Fund Class K Shares Mutual Fund | — | — | — | $2.3M | 23.2% | |
| BlackRock LifePath Index 2040 Fund Class K Shares Mutual Fund | — | — | — | $1.2M | 12.6% | |
| BlackRock LifePath Index 2050 Fund Class K Shares Mutual Fund | — | — | — | $1.0M | 10.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $626K | 6.3% | |
| American Funds Bond Fund of America R6 Mutual Fund | — | — | — | $499K | 5.0% | |
| Fidelity Freedom 2040 K Mutual Fund | — | — | — | $496K | 5.0% | |
| BlackRock 80/20 Target Allocation K Mutual Fund | — | — | — | $304K | 3.1% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $270K | 2.7% | |
| BlackRock LifePath Index 2055 Fund Class K Shares Mutual Fund | — | — | — | $237K | 2.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $228K | 2.3% | |
| Guaranteed Interest Fund Fully Benefit-Responsive Investment Contract | — | — | — | $190K | 1.9% | |
| American Funds Moderate Growth and Income R-6 Mutual Fund | — | — | — | $179K | 1.8% | |
| MassMutual Small Cap Growth Equity Mutual Fund ** 10 MFS International Growth Fund Class R6 Mutual Fund | — | — | — | $171K | 1.7% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $158K | 1.6% | |
| Fidelity Emerging Markets Disc Mutual Fund ** 52 * Fidelity Freedom 2010 K Mutual Fund | — | — | — | $120K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $119K | 1.2% | |
| Fidelity Advisor Strategic Income Fund Class I Mutual Fund | — | — | — | $106K | 1.1% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $97K | 1.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $87K | 0.9% | |
| Templeton Developing Markets R6 Mutual Fund | — | — | — | $82K | 0.8% | |
| Fidelity Value Mutual Fund | — | — | — | $77K | 0.8% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $73K | 0.7% | |
| Fidelity Intermediate Government Income Mutual Fund ** 500 * Fidelity Government Money Market Mutual Fund | — | — | — | $71K | 0.7% | |
| Fidelity Value Strategy Mutual Fund ** 28 * Fidelity Magellan Mutual Fund | — | — | — | $61K | 0.6% | |
| Fidelity Puritan Mutual Fund | — | — | — | $58K | 0.6% | |
| Putnam Large Cap Value Mutual Fund | — | — | — | $58K | 0.6% | |
| Fidelity Small Cap Growth Mutual Fund ** 467 * Fidelity US Bond Index Mutual Fund | — | — | — | $57K | 0.6% | |
| Fidelity Canada Mutual Fund ** 54 * Fidelity Blue Chip Growth Mutual Fund | — | — | — | $55K | 0.6% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | — | — | — | $52K | 0.5% | |
| Fidelity Freedom 2030 K Mutual Fund | — | — | — | $50K | 0.5% | |
| Fidelity Overseas Mutual Fund ** 403 * Fidelity Select Consumer Finance Mutual Fund ** 37 * Fidelity Leveraged Co Stk Mutual Fund | — | — | — | $49K | 0.5% | |
| Fidelity Asset Mgr 50% Mutual Fund | — | — | — | $43K | 0.4% | |
| Fidelity Large Cap Stock Mutual Fund | — | — | — | $39K | 0.4% | |
| American Century Government Bond Fund R5 Class Mutual Fund | — | — | — | $39K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $37K | 0.4% | |
| Fidelity Balanced Mutual Fund | — | — | — | $33K | 0.3% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $32K | 0.3% | |
| Fidelity Asset Mgr 85% Mutual Fund | — | — | — | $27K | 0.3% | |
| Fidelity Select Biotech Mutual Fund | — | — | — | $26K | 0.3% | |
| Fidelity Small Cap Stock Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| Fidelity Capital Appreciation Mutual Fund | — | — | — | $24K | 0.2% | |
| Fidelity Government Cash Reserve Mutual Fund | — | — | — | $22K | 0.2% | |
| Fidelity Select Semiconductor Mutual Fund | — | — | — | $22K | 0.2% | |
| JPMorgan Large Cap Growth R4 Mutual Fund | — | — | — | $22K | 0.2% | |
| Fidelity Pacific Basin Fund Mutual Fund ** 82 * Fidelity Real Estate Invs Mutual Fund | — | — | — | $20K | 0.2% | |
| Fidelity Select Medical Technology and Devices Mutual Fund ** 981 * Fidelity Japan Small Co Mutual Fund ** 94 * Fidelity Treasury Only Money Market Mutual Fund | — | — | — | $19K | 0.2% | |
| Fidelity International Cap Appreciation Mutual Fund | — | — | — | $19K | 0.2% | |
| Goldman Sachs Small Cap Value Insights R6 Mutual Fund | — | — | — | $18K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Mutual Fund | — | — | — | $18K | 0.2% | |
| Fidelity Fund Mutual Fund | — | — | — | $17K | 0.2% | |
| Fidelity Equity Inc Mutual Fund | — | — | — | $14K | 0.1% | |
| BlackRock LifePath Index 2035 Fund Class K Shares Mutual Fund | — | — | — | $13K | 0.1% | |
| Fidelity Intermediate Bond Mutual Fund | — | — | — | $12K | 0.1% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| BlackRock LifePath Index 2065 Fund Class K Shares Mutual Fund ** 325 BlackRock Mid-Cap Growth Equity K Mutual Fund ** 3 ClearBridge Appreciation Fund Class I Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Emerging Mkts Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Select Wireless Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Select Defense Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Europe Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Select Constr/House Mutual Fund ** 65 * Fidelity Select Transport Mutual Fund ** 151 * Fidelity Select Natural Res Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Diversified Institutional Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2015 K Mutual Fund ** 217 * Fidelity Freedom 2020 K Mutual Fund | — | — | — | $6K | <0.1% | |
| BlackRock LifePath Index 2060 Fund Class K Shares Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity Emerging Asia Mutual Fund ** 217 * Fidelity China Region Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity OTC Portfolio Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Investment Growth Bond Mutual Fund ** 543 * Fidelity Growth and Income Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Select Comm Serv Mutual Fund ** 69 * Fidelity Select Banking Mutual Fund ** 17 * Fidelity Select Materials Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Select Technology Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Dividend Growth Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Long-Term Treasury Bond Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Select Energy Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Select Leisure Mutual Fund ** 23 * Fidelity Select Healthcare Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Sel It Services Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Select Pharmaceutical Mutual Fund ** 106 * Fidelity Real Estate Inc Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Select Gold Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Government Income Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Stock Mutual Fund | — | — | — | $1K | <0.1% | |
| Fidelity Select Automotive Mutual Fund | — | — | — | $1K | <0.1% | |
| Fidelity Select Insurance Mutual Fund | — | — | — | $1K | <0.1% |
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