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Original filing (PDF)20250528121912NAL0007051009001
CVPATH INSTITUTE, INC.
Form 5500-SF
FILING_RECEIVED
CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
87
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CVPATH INSTITUTE, INC..
Plan sponsor
Name
CVPATH INSTITUTE, INC.
EIN
20-4903376
Address
19 FIRSTFIELD ROAD · GAITHERSBURG, MD · 20878
Phone
(301) 208-3570
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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