How big is Pathfinder International's plan?

Pathfinder International's plan reported $31.9M in assets and 67 participants for 2024.

Original filing (PDF)20251009142219NAL0003991827001

Pathfinder International

Name: Pathfinder International — Pathfinder International, Form 5500 (2024)
Creator: Pathfinder International
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pathfinder International Retirement Plan

403(b) retirement plan · Pathfinder International's Pathfinder International Retirement Plan held $31.9M in plan assets for 67 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

Accounts w/ balance

256

Plan assets (EOY)

$31.9M

Net assets (EOY)

$31.9M

People on this filing

NINO Willsea signed Pathfinder International's 2024 Form 5500 as plan administrator.

NINO Willsea — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pathfinder International's EIN is 53-0235320.

EIN 53-0235320

Plan number 001

Plan year 2024

ACK ID 20251009142219NAL0003991827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pathfinder International from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pathfinder International's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATHFINDER INTERNATIONAL.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

63 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 50K (2% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PATHFINDER INTERNATIONAL

EIN

all filings

Address

1015 15TH STREET NW · SUITE 1000 · WASHINGTON, DC · 20005

Phone

(617) 924-6015

Industry

Other Services (ex. Public Admin)

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$44K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—
CHARLES SCHWAB & CO., INC.

Investments

63 direct securities · 1 pooled fund· $32.3M(100% 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.

Mutual Funds

$19.5M

26 holdings

Other securities

$8.9M

27 holdings

Common Collective Trusts

$2.6M

2 holdings

Bonds / Notes

$462K

2 holdings

Common Stocks

$365K

3 holdings

Cash / Money Market

$278K

1 holding

Pooled Separate Account

$148K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$4.7M Fidelity$4.7M TIAA / Nuveen$4.2M American Century$4.1M T. Rowe Price$3.4M Prudential / PGIM$1.6M JPMorgan$411K Loomis Sayles$390K Wells Fargo / Allspring$283K

Related plans

Other plans using Transamerica Retirement Solutions

Ford Motor Company

Ford Defined Contribution Plans Master Trust

$25.3B

Northwell Health, Inc.

Northwell Health 403(b) Plan

$10.9B · 49,356 participants

The Mount Sinai Medical Center

The Mount Sinai Medical Center 403(b) Retirement Plan

$9.5B · 46,304 participants

Savannah River Nuclear Solutions

Savannah River Nuclear Solutions, LLC Master Trust

$3.7B

WAKE Forest University Baptist Medical Center

WAKE Forest Baptist Medical Center 403(b) Retirement Savings Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
T. Rowe Price All-Cap Opp I Mutual Fund	Mutual Funds	—	—	$3.4M	10.7%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$3.1M	9.6%
Vanguard Federal Money Market Mutual Fund	Mutual Funds	—	—	$2.9M	9.2%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.4M	7.4%
Vanguard Inflation Protected Secs Adm Mutual Fund	Mutual Funds	—	—	$1.8M	5.7%
Parnassus Core Equity Investor Mutual Fund	Other securities	—	—	$1.6M	5.0%
s (Continued) PGIM Total Return Bond R6 Mutual Fund	Mutual Funds	—	—	$1.3M	4.0%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$1.2M	3.8%
Nuveen Social Choice Bd Mutual Fund	Mutual Funds	—	—	$1.2M	3.7%
Hartford World Bond R6 Mutual Fund	Other securities	—	—	$969K	3.0%
American Century Select Mutual Fund	Other securities	—	—	$881K	2.8%
Variable Rate Annuities * CREF Stock Variable Rate Annuity	Mutual Funds	—	—	$807K	2.5%
Fidelity Total Intl Index Mutual Fund	Mutual Funds	—	—	$685K	2.1%
American Century Ultra Mutual Fund	Other securities	—	—	$667K	2.1%
American Century Growth Mutual Fund	Other securities	—	—	$664K	2.1%
American Fund EuroPacific Gr R6 Mutual Fund	Other securities	—	—	$511K	1.6%
CREF Growth Variable Rate Annuity	Mutual Funds	—	—	$467K	1.5%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$457K	1.4%
Fixed Rate Annuities * TIAA Traditional, Fully Benefit-Responsive Fixed Rate Annuity	Mutual Funds	—	—	$446K	1.4%
Victory Trivalent Intl Small Cap R6 Mutual Fund	Other securities	—	—	$446K	1.4%
JPMorgan Emerging Markets Equity R6 Mutual Fund	Other securities	—	—	$411K	1.3%
MFS Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$408K	1.3%
MFS New Discovery Value R6 Mutual Fund	Mutual Funds	—	—	$391K	1.2%
Loomis Sayles Small Cap Growth N Mutual Fund	Other securities	—	—	$390K	1.2%
PGIM Global Real Estate Fund Mutual Fund	Other securities	—	—	$333K	1.0%
Allspring Spec Mid Cap Val R6 Mutual Fund	Other securities	—	—	$283K	0.9%
Prime Money Market Mutual Fund	Cash / Money Market	—	—	$278K	0.9%
American Century Equity Growth Mutual Fund	Other securities	—	—	$251K	0.8%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$231K	0.7%
Participant Loans (4.25%-9.50%) -0-	Bonds / Notes	—	—	$231K	0.7%
American Century Disciplined Growth Mutual Fund	Other securities	—	—	$227K	0.7%
TIAA Traditional, Non Fully Benefit-Responsive Fixed Rate Annuity	Mutual Funds	—	—	$207K	0.6%
CREF Inflation-Linked Bond Variable Rate Annuity	Mutual Funds	—	—	$203K	0.6%
American Century Value Mutual Fund	Other securities	—	—	$202K	0.6%
CREF Equity Index Variable Rate Annuity	Common Collective Trusts	—	—	$197K	0.6%
CREF Global Equities Variable Rate Annuity	Mutual Funds	—	—	$181K	0.6%
American Century Livestrong 2025 Fund Mutual Fund	Other securities	—	—	$168K	0.5%
Insurance Company/General Account	Common Stocks	—	—	$154K	0.5%
Guaranteed Pooled Funds * Transamerica Financial Life Ins. Co. Guaranteed Pool Fund Guaranteed Pooled Funds	Common Stocks	—	—	$154K	0.5%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$148K	0.5%
American Century Diversified Bond Fund Mutual Fund	Other securities	—	—	$142K	0.4%
American Century Core Plus Mutual Fund	Other securities	—	—	$138K	0.4%
American Century Heritage Mutual Fund	Other securities	—	—	$125K	0.4%
CREF Money Market Variable Rate Annuity	Mutual Funds	—	—	$114K	0.4%
American Century Strategic Allocation Aggressive Mutual Fund	Other securities	—	—	$108K	0.3%
American Century Balanced Fund Mutual Fund	Other securities	—	—	$93K	0.3%
CREF Core Bond R1 Variable Rate Annuity	Mutual Funds	—	—	$87K	0.3%
American Century Equity Income Mutual Fund	Other securities	—	—	$87K	0.3%
American Century Real Estate Mutual Fund	Other securities	—	—	$82K	0.3%
American Century International Growth Mutual Fund	Other securities	—	—	$73K	0.2%