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Original filing (PDF)20250625144637NAL0008230561002
NUPATH, INC.
Form 5500
FILING_RECEIVED
NUPATH, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
400
Accounts w/ balance
161
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUPATH, INC..
Plan sponsor
Name
NUPATH, INC.
EIN
04-2440272
Address
147 NEW BOSTON STREET · WOBURN, MA · 018010000
Phone
(781) 935-7057
Industry
Health Care & Social Assistancesee 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
2025-06-25
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
LEONARD, MULHERIN & GREENE, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN. | $29K | — |
Investments
48 direct securities· $9.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund - | — | — | — | $1.8M | 19.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - | — | — | — | $1.7M | 18.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - | — | — | — | $1.0M | 10.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - | — | — | — | $882K | 9.5% | |
| FID Freedom 2020 Fund Mutual Fund - 865 Subtotal - Fidelity Investments - | — | — | — | $608K | 6.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - | — | — | — | $535K | 5.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - | — | — | — | $350K | 3.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - | — | — | — | $340K | 3.7% | |
| Fidelity Investments * FID Freedom 2015 Fund Mutual Fund - | — | — | — | $332K | 3.6% | |
| Participant Loans Participant Loans (5.25% - 10.50%) - | — | — | — | $307K | 3.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund - | — | — | — | $298K | 3.2% | |
| Fidelity 500 Index Fund Mutual Fund - | — | — | — | $268K | 2.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund - | — | — | — | $207K | 2.2% | |
| FID Blue Chip Growth Fund Mutual Fund - | — | — | — | $130K | 1.4% | |
| Western Asset Core Bond Fund Mutual Fund - | — | — | — | $105K | 1.1% | |
| Principal Investments Vanguard Federal Money Market Fund Money Market - | — | — | — | $103K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - | — | — | — | $66K | 0.7% | |
| Vanguard Mid-Cap Index Fund Mutual Fund - | — | — | — | $65K | 0.7% | |
| BlackRock High Yield Bond Portfolio Mutual Fund - | — | — | — | $55K | 0.6% | |
| Oakmark Fund Mutual Fund - | — | — | — | $53K | 0.6% | |
| FID Freedom 2035 Fund Mutual Fund - | — | — | — | $48K | 0.5% | |
| Vanguard International Growth Fund Mutual Fund - | — | — | — | $38K | 0.4% | |
| Vanguard LifeStrategy Growth Fund Mutual Fund - | — | — | — | $23K | 0.3% | |
| FID Multi-Asset Index Fund Mutual Fund - | — | — | — | $23K | 0.3% | |
| Vanguard Short-Term Investment-Grade Fund Mutual Fund - | — | — | — | $18K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund - | — | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - | — | — | — | $16K | 0.2% | |
| DFA U.S. Small Cap Portfolio Mutual Fund - | — | — | — | $15K | 0.2% | |
| FID Freedom 2055 Fund Mutual Fund - | — | — | — | $13K | 0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual Fund - | — | — | — | $13K | 0.1% | |
| Vanguard LifeStrategy Income Fund Mutual Fund - | — | — | — | $12K | 0.1% | |
| FID Freedom 2040 Fund Mutual Fund - | — | — | — | $12K | 0.1% | |
| Victory Trivalent International Small-Cap Fund Mutual Fund - | — | — | — | $10K | 0.1% | |
| FID Real Estate Investment Portfolio Mutual Fund - | — | — | — | $10K | 0.1% | |
| Vanguard Small-Cap Index Fund Mutual Fund - | — | — | — | $10K | 0.1% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund - | — | — | — | $10K | 0.1% | |
| FID Strategic Income Fund Mutual Fund - | — | — | — | $8K | <0.1% | |
| Vanguard Strategic Equity Fund Mutual Fund - | — | — | — | $8K | <0.1% | |
| FID Freedom 2030 Fund Mutual Fund - | — | — | — | $7K | <0.1% | |
| FID Freedom 2025 Fund Mutual Fund - | — | — | — | $6K | <0.1% | |
| FID Select Software and IT Services Portfolio Mutual Fund - | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - | — | — | — | $5K | <0.1% | |
| FID Select Retailing Portfolio Mutual Fund - | — | — | — | $4K | <0.1% | |
| FID Select Enterprise Technology Services Mutual Fund - | — | — | — | $4K | <0.1% | |
| DFA Intermediate Government Fixed Income Portfolio Mutual Fund - | — | — | — | $4K | <0.1% | |
| FID Select Pharmaceuticals Portfolio Mutual Fund - | — | — | — | $3K | <0.1% | |
| Vanguard Total Bond Market Index Fund Mutual Fund - | — | — | — | $2K | <0.1% | |
| FID Freedom 2050 Fund Mutual Fund - | — | — | — | $2K | <0.1% |
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