How big is Nupath, Inc.'s plan?

Nupath, Inc.'s plan reported $9.2M in assets and 400 participants for 2024.

Original filing (PDF)20250625144637NAL0008230561002

Nupath, Inc.

Name: Nupath, Inc. — Nupath, Inc. 403(b) Retirement Plan, Form 5500 (2024)
Creator: Nupath, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nupath, Inc. 403(b) Retirement Plan

403(b) retirement plan · Nupath, Inc.'s Nupath, Inc. 403(b) Retirement Plan held $9.2M in plan assets for 400 participants in 2024, with Principal as recordkeeper.

Active participants

400

Accounts w/ balance

161

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan identifiers

Nupath, Inc.'s EIN is 04-2440272.

EIN 04-2440272

Plan number 001

Plan year 2024

ACK ID 20250625144637NAL0008230561002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nupath, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nupath, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

NUPATH, INC.

EIN

all filings

Address

147 NEW BOSTON STREET · WOBURN, MA · 018010000

Phone

(781) 935-7057

Industry

Health Care & Social Assistance

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMIN.	$29K	—

Investments

47 direct securities· $9.0M(97% of reported assets)

Mutual Funds

$8.0M

36 holdings

Common Collective Trusts

$368K

5 holdings

Bonds / Notes

$307K

1 holding

Other securities

$241K

5 holdings

					% of plan
Vanguard Target Retirement 2030 Fund Mutual Fund -	Mutual Funds	—	—	$1.8M	19.3%
Vanguard Target Retirement 2025 Fund Mutual Fund -	Mutual Funds	—	—	$1.7M	18.7%
Vanguard Target Retirement 2035 Fund Mutual Fund -	Mutual Funds	—	—	$1.0M	10.9%
Vanguard Target Retirement 2040 Fund Mutual Fund -	Mutual Funds	—	—	$882K	9.5%
Vanguard Target Retirement 2050 Fund Mutual Fund -	Mutual Funds	—	—	$535K	5.8%
Vanguard Target Retirement 2045 Fund Mutual Fund -	Mutual Funds	—	—	$350K	3.8%
Vanguard Target Retirement 2055 Fund Mutual Fund -	Mutual Funds	—	—	$340K	3.7%
Fidelity Investments * FID Freedom 2015 Fund Mutual Fund -	Mutual Funds	—	—	$332K	3.6%
Participant Loans Participant Loans (5.25% - 10.50%) -	Bonds / Notes	—	—	$307K	3.3%
Vanguard Target Retirement Income Fund Mutual Fund -	Mutual Funds	—	—	$298K	3.2%
Fidelity 500 Index Fund Mutual Fund -	Common Collective Trusts	—	—	$268K	2.9%
Vanguard Target Retirement 2020 Fund Mutual Fund -	Mutual Funds	—	—	$207K	2.2%
FID Blue Chip Growth Fund Mutual Fund -	Mutual Funds	—	—	$130K	1.4%
Western Asset Core Bond Fund Mutual Fund -	Other securities	—	—	$105K	1.1%
Principal Investments Vanguard Federal Money Market Fund Money Market -	Mutual Funds	—	—	$103K	1.1%
Vanguard Target Retirement 2060 Fund Mutual Fund -	Mutual Funds	—	—	$66K	0.7%
Vanguard Mid-Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$65K	0.7%
BlackRock High Yield Bond Portfolio Mutual Fund -	Other securities	—	—	$55K	0.6%
Oakmark Fund Mutual Fund -	Other securities	—	—	$53K	0.6%
FID Freedom 2035 Fund Mutual Fund -	Mutual Funds	—	—	$48K	0.5%
Vanguard International Growth Fund Mutual Fund -	Mutual Funds	—	—	$38K	0.4%
Vanguard LifeStrategy Growth Fund Mutual Fund -	Mutual Funds	—	—	$23K	0.3%
FID Multi-Asset Index Fund Mutual Fund -	Common Collective Trusts	—	—	$23K	0.3%
Vanguard Short-Term Investment-Grade Fund Mutual Fund -	Mutual Funds	—	—	$18K	0.2%
Cohen & Steers Real Estate Securities Fund Mutual Fund -	Other securities	—	—	$17K	0.2%
Vanguard Target Retirement 2065 Fund Mutual Fund -	Mutual Funds	—	—	$16K	0.2%
DFA U.S. Small Cap Portfolio Mutual Fund -	Mutual Funds	—	—	$15K	0.2%
FID Freedom 2055 Fund Mutual Fund -	Mutual Funds	—	—	$13K	0.1%
Vanguard LifeStrategy Conservative Growth Fund Mutual Fund -	Mutual Funds	—	—	$13K	0.1%
Vanguard LifeStrategy Income Fund Mutual Fund -	Mutual Funds	—	—	$12K	0.1%
FID Freedom 2040 Fund Mutual Fund -	Mutual Funds	—	—	$12K	0.1%
Victory Trivalent International Small-Cap Fund Mutual Fund -	Other securities	—	—	$10K	0.1%
FID Real Estate Investment Portfolio Mutual Fund -	Mutual Funds	—	—	$10K	0.1%
Vanguard Small-Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$10K	0.1%
DFA Inflation-Protected Securities Portfolio Mutual Fund -	Mutual Funds	—	—	$10K	0.1%
FID Strategic Income Fund Mutual Fund -	Mutual Funds	—	—	$8K	<0.1%
Vanguard Strategic Equity Fund Mutual Fund -	Mutual Funds	—	—	$8K	<0.1%
FID Freedom 2030 Fund Mutual Fund -	Mutual Funds	—	—	$7K	<0.1%
FID Freedom 2025 Fund Mutual Fund -	Mutual Funds	—	—	$6K	<0.1%
FID Select Software and IT Services Portfolio Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%
FID Select Retailing Portfolio Mutual Fund -	Mutual Funds	—	—	$4K	<0.1%
FID Select Enterprise Technology Services Mutual Fund -	Mutual Funds	—	—	$4K	<0.1%
DFA Intermediate Government Fixed Income Portfolio Mutual Fund -	Mutual Funds	—	—	$4K	<0.1%
FID Select Pharmaceuticals Portfolio Mutual Fund -	Mutual Funds	—	—	$3K	<0.1%
Vanguard Total Bond Market Index Fund Mutual Fund -	Common Collective Trusts	—	—	$2K	<0.1%
FID Freedom 2050 Fund Mutual Fund -	Mutual Funds	—	—	$2K	<0.1%