Back to filter
Original filing (PDF)20251015180501NAL0010655906001
PATH ENVIRONMENTAL TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
PATH ENVIRONMENTAL TECHNOLOGY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
31
Accounts w/ balance
44
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Mkt Idx Adm" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATH ENVIRONMENTAL TECHNOLOGY, LLC.
Plan sponsor
Name
PATH ENVIRONMENTAL TECHNOLOGY, LLC
EIN
30-0825945
Address
4723 PINEMONT DR · HOUSTON, TX · 77092
Phone
(800) 836-9931
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
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
HAM, LANGSTON & BREZINA, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $7K | — |
Investments
12 direct securities· $1.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $491K | 42.7% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $279K | 24.3% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $98K | 8.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $80K | 6.9% | |
| Vanguard Total Intl Bd Idx Admiral™ | — | — | — | $40K | 3.5% | |
| Vanguard Growth Index Admiral | — | — | — | $36K | 3.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $34K | 3.0% | |
| Vanguard 500 Index Admiral | — | — | — | $34K | 2.9% | |
| Nuveen Large Cap Responsible Equity Fund Premier | — | — | — | $32K | 2.8% | |
| Cash Non-interest bearing cash account | — | — | — | $14K | 1.2% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $10K | 0.8% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $1K | <0.1% |