Back to filter
Original filing (PDF)20230210150725NAL0029802177001
PATHFINDER PEDIATRIC HOME CARE, INC.
Form 5500
FILING_RECEIVED
PATHFINDER 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 38.8 moNo auditor on file
Active participants
299
Accounts w/ balance
41
Plan assets (EOY)
$964K
Net assets (EOY)
$964K
Plan health score (directional)
70
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 38.8 months past the 10.5-month grace window.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (33 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHFINDER PEDIATRIC HOME CARE, INC..
Plan sponsor
Name
PATHFINDER PEDIATRIC HOME CARE, INC.
EIN
26-3515166
Address
318 BRIAR ROCK ROAD · THE WOODLANDS, TX · 77380
Phone
(281) 705-4756
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2018-01-01
Tax period
2018-12-31
Filed
2023-02-10
Pension benefit codes
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | 56-2375265 | — | RECORDKEEPER | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using INSPERITY RETIREMENT SERVICES
INSPERITY HOLDINGS, INC.
INSPERITY 401K PLAN
$9.4B · 177,974 participants
INSPERITY HOLDINGS, INC.
INSPERITY CORPORATE 401K PLAN
$646.8M · 4,616 participants
VERDUN MANAGEMENT CO LLC
VERDUN 401(K) RETIREMENT PLAN
$89.6M · 223 participants
FMC PRACTICE SERVICES, LLC
FMC PRACTICE SERVICES, LLC 401(K) SAVINGS PLAN
$49.5M · 339 participants
CORERX, INC.
CORERX, INC. 401(K) PLAN
$47.3M · 178 participants
U.S. ENDO SS PAYROLL, LLC
US ENDO PARTNERS OPCO, LLC 401(K) AND PROFIT SHARING PLAN
$26.6M · 1,279 participants
Similar-size Health Care & Social Assistance plans
MARCHI ENTERPRISES, LLC
HOME INSTEAD SENIOR CARE (401) PLAN
$964K · 94 participants
PROACTIVE PARTNERS, INC.
PROACTIVE PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$965K · 8 participants
PRO CAREERS, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PRO CAREERS, INC.
$965K · 23 participants
THE SCHUETT COMPANIES, INC.
THE SCHUETT COMPANIES 401(K) PLAN
$966K · 94 participants
LSL INDUSTRIES, INC. DBA LSL HEALTHCARE
LSL HEALTHCARE INDUSTRIES INC. 401(K) PLAN
$961K · 160 participants
CASWELL BAY INC DBA HILLENDALE HOME CARE
HILLENDALE HOME CARE 401(K) PLAN
$967K · 470 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants