Back to filter
Original filing (PDF)20250804083655NAL0002381410001
PATHWAYS INC
Form 5500
FILING_RECEIVED
PATHWAYS, INCORPORATED EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
496
Accounts w/ balance
463
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
33 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHWAYS INC.
Plan sponsor
Name
PATHWAYS INC
EIN
16-1089007
Address
33 DENISON PKWY W · CORNING, NY · 14830
Phone
(607) 937-3200
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
2025-08-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MENGEL METZGER BARR AND CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS COMPANY OF NY | 13-3646501 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | RIA | $21K | — |
| CITIZENS & NORTHERN BANK | 24-0756925 | — | RIA | $8K | — |
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | RIA | $4K | — |
Investments
1 direct security · 33 pooled funds· $17.2M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$16.8M
33 holdings
Uncategorized
$379K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.5M | 13.7% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.8% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.7M | 9.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.7M | 9.5% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 7.5% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 7.0% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 6.7% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $771K | 4.2% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $684K | 3.8% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $526K | 2.9% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $440K | 2.4% | |
| Interest rates of 4.25 to 9.5%, with varying maturity dates | — | — | — | $379K | 2.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $374K | 2.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $353K | 1.9% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $344K | 1.9% | |
| PIMCO INCOME FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $280K | 1.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $224K | 1.2% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $213K | 1.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $138K | 0.8% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $126K | 0.7% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $116K | 0.6% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $108K | 0.6% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $94K | 0.5% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $61K | 0.3% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $61K | 0.3% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $61K | 0.3% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $60K | 0.3% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $59K | 0.3% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $52K | 0.3% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $24K | 0.1% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INS. CO. OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% |
Related plans
Other plans using LPL FINANCIAL LLC - RPCP
CHS/COMMUNITY HEALTH SYSTEMS, INC
CHS/COMMUNITY HEALTH SYSTEMS, INC. RETIREMENT SAVINGS PLAN
$4.8B · 59,277 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
AMERICAN WOODMARK CORPORATION
AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN
$362.4M · 6,263 participants
OMYA INDUSTRIES INC.
OMYA INDUSTRIES INC. 401(K) SAVINGS PLAN
$195.4M · 647 participants
SUNTEC CONCRETE, INC.
SUNTEC CONCRETE, INC. 401(K) PROFIT SHARING PLAN
$156.0M · 1,247 participants
CHS/COMMUNITY HEALTH SYSTEMS, INC.
CHS/COMMUNITY HEALTH SYSTEMS, INC. STANDARD 401(K) PLAN
$127.5M · 1,393 participants
Similar-size Health Care & Social Assistance plans
SOUTH METRO HUMAN SERVICES
RADIAS HEALTH 403(B) PLAN
$18.2M · 441 participants
WELLNEST EMOTIONAL HEALTH & WELLNESS
WELLNEST 401(K) PLAN
$18.0M · 279 participants
PORTER-STARKE SERVICES, INC.
PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$18.4M · 437 participants
CNS HEALTHCARE
CNS HEALTHCARE 403(B) PLAN
$18.5M · 422 participants
BHCARE, INC.
BHCARE, INC. RETIREMENT PLAN
$17.7M · 308 participants
COLEMAN PROFESSIONAL SERVICES INC.
COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN
$18.8M · 909 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B