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Original filing (PDF)20251013093117NAL0000423699001
PATHWAYS HEALTH & COMMUNITY SUPP
Form 5500
FILING_RECEIVED
PATHWAYS 401(K) PLAN
401(k) retirement plan
Active participants
3,752
Accounts w/ balance
2,577
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHWAYS HEALTH & COMMUNITY SUPP.
Plan sponsor
Name
PATHWAYS HEALTH & COMMUNITY SUPP
EIN
47-2525144
Address
513 PRINCE EDWARD ST · SUITE 101 · FREDERICKSBURG, VA · 22408
Phone
(303) 335-8350
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $92K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
16 direct securities · 12 pooled funds· $54.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$37.2M
12 holdings
Registered Investment Companies
$17.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2040 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.8M | 10.2% | |
| AMC ONE CHOICE 2035 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.4M | 9.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.3M | 9.4% | |
| AMC ONE CHOICE 2045 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.0M | 8.8% | |
| AMC ONE CHOICE 2055 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.8M | 8.5% | |
| AMC ONE CHOICE 2050 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.7M | 8.3% | |
| AMC ONE CHOICE 2030 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.2M | 5.7% | |
| AMC ONE CHOICE 2060 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.2% | |
| AMC ONE CHOICE 2025 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.9% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $2.0M | 3.6% | |
| VANGUARD MID CAP INDEX - ADM 0 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $1.8M | 3.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.8M | 3.2% | |
| AMC OC INC RET TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.1% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VANGUARD 500 INDEX FUND - ADM 0 REGISTERED INVESTMENT COMPANY FID SMALL CAP INDEX | Registered Investment Companies | — | — | $975K | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $958K | 1.7% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $925K | 1.6% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $725K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $634K | 1.1% | |
| BLACKROCK MID CAP GROWTH EQ L1 WILMINGTON TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $548K | 1.0% | |
| GS SMALL CAP GROW INSIGHTS R6 | Registered Investment Companies | — | — | $505K | 0.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $463K | 0.8% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $429K | 0.8% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $362K | 0.6% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $310K | 0.6% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $228K | 0.4% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $143K | 0.3% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |