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Original filing (PDF)20251015042908NAL0001982115001
PATHFINDER, INC.
Form 5500
FILING_RECEIVED
PATHFINDER 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
255
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHFINDER, INC..
Plan sponsor
Name
PATHFINDER, INC.
EIN
71-0428218
Address
2520 W. MAIN ST. · JACKSONVILLE, AR · 72076
Phone
(501) 982-0528
Industry
Educational 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $27K | — |
Investments
22 direct securities · 3 pooled funds· $8.8M(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.
Uncategorized
$8.7M
22 holdings
Common Collective Trust
$112K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund – Institutional Premium Class Mutual Fund; 65,240 shares | — | — | $65K | $1.3M | 14.9% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund; 8,309 shares | — | — | $8K | $1.1M | 12.8% | |
| Fidelity Freedom Index 2045 Fund – Institutional Premium Class Mutual Fund; 41,975 shares | — | — | $42K | $1.1M | 12.3% | |
| Fidelity Freedom Index 2040 Fund – Institutional Premium Class Mutual Fund; 44,086 shares | — | — | $44K | $1.1M | 12.3% | |
| Fidelity Freedom Index 2035 Fund – Institutional Premium Class Mutual Fund; 38,038 shares | — | — | $38K | $887K | 10.0% | |
| Fidelity Freedom Index 2050 Fund – Institutional Premium Class Mutual Fund; 33,702 shares | — | — | $34K | $875K | 9.9% | |
| Fidelity Freedom Index 2055 Fund – Institutional Premium Class Mutual Fund; 23,805 shares | — | — | $24K | $509K | 5.8% | |
| Fidelity Freedom Index 2025 Fund – Institutional Premium Class Mutual Fund; 22,611 shares | — | — | $23K | $420K | 4.7% | |
| Fidelity Freedom Index 2020 Fund – Institutional Premium Class Mutual Fund; 23,023 shares | — | — | $23K | $363K | 4.1% | |
| Lincoln Stable Value Account Stable Value Fund; 229,979 shares | — | — | $230K | $230K | 2.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund; 687 shares | — | — | — | $224K | 2.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund; 1,082 shares | — | — | $1K | $125K | 1.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund; 6,534 shares | — | — | $7K | $100K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund; 8,391 shares | — | — | $8K | $80K | 0.9% | |
| Fidelity Freedom Index 2015 Fund – Institutional Premium Class Mutual Fund; 4,104 shares | — | — | $4K | $71K | 0.8% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund; 505 shares | — | — | — | $64K | 0.7% | |
| WP SR BALANCED 2 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | — | $3K | $59K | 0.7% | |
| Fidelity Freedom Index 2060 Fund – Institutional Premium Class Mutual Fund; 3,181 shares | — | — | $3K | $58K | 0.7% | |
| WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | — | $2K | $41K | 0.5% | |
| Fidelity Freedom Index 2065 Fund – Institutional Premium Class Mutual Fund; 2,481 shares | — | — | $2K | $36K | 0.4% | |
| Fidelity Emerging Markets Index Fund – Premium Class Mutual Fund; 3,274 shares | — | — | $3K | $34K | 0.4% | |
| Fidelity Freedom Index Income Fund – Institutional Premium Class Mutual Fund; 1,773 shares | — | — | $2K | $21K | 0.2% | |
| Fidelity Freedom Index 2010 Fund – Institutional Premium Class Mutual Fund; 994 shares | — | — | — | $13K | 0.1% | |
| WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | — | — | $12K | 0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Mutual Fund; 155 shares | — | — | — | $3K | <0.1% |
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