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Original filing (PDF)20250925151820NAL0003613955001
OPERATIONS PATHWAY SYSTEMS, L.P.
Form 5500
FILING_RECEIVED
OPERATIONS PATHWAY SYSTEMS L.P. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
371
Accounts w/ balance
238
Plan assets (EOY)
$22.8M
Net assets (EOY)
$22.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Vanguard 500 Index Admiral" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATIONS PATHWAY SYSTEMS, L.P..
Plan sponsor
Name
OPERATIONS PATHWAY SYSTEMS, L.P.
EIN
75-2850532
Address
800 W MAGNOLIA AVE · FORT WORTH, TX · 76104
Phone
(817) 333-0120
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
OPERATIONS PATHWAY SYSTEMS, L.P.
EIN
75-2850532
City
FORT WORTH, TX
Phone
(817) 333-0120
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
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
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 82-3967259 | — | CUSTODIAN TRUSTEE | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL NORTHEAST | 47-1411118 | — | ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $34K | — |
Investments
36 direct securities · 4 pooled funds· $30.0M(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
$20.7M
36 holdings
Common Collective Trust
$9.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $9.7M | 42.8% | |
| AMERICAN CENTURY RETIREMENT DATE GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $6.2M | 27.3% | |
| Global Trust Company American Century One Choice 2030 III | — | — | — | $1.6M | 6.9% | |
| Reliance Trust GAC Series 25053 Class 0 | — | — | — | $1.3M | 5.6% | |
| METLIFE STABLE VALUE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST CO · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| T Rowe Price US Equity Research 1 | — | — | — | $1.1M | 4.7% | |
| Global Trust Company American Century One Choice 2050 III | — | — | — | $812K | 3.6% | |
| Global Trust Company American Century One Choice 2045 III | — | — | — | $801K | 3.5% | |
| MFS Mid Cap Growth Class R6 | — | — | — | $780K | 3.4% | |
| Global Trust Company American Century One Choice 2040 III | — | — | — | $691K | 3.0% | |
| INTERNATIONAL EQUITY FUND GREAT GRAY TRUST CO · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $641K | 2.8% | |
| Global Trust Company American Century One Choice 2035 III | — | — | — | $627K | 2.8% | |
| American Funds Capital World Bond R6 ** 723 American Funds Moderate Growth and Income Portfolio R6 | — | — | — | $591K | 2.6% | |
| Global Trust Company American Century One Choice 2055 III | — | — | — | $583K | 2.6% | |
| Global Trust Company American Century One Choice In Ret III | — | — | — | $545K | 2.4% | |
| Global Trust Company American Century One Choice 2025 III | — | — | — | $369K | 1.6% | |
| Global Trust Company American Century One Choice 2060 III | — | — | — | $216K | 0.9% | |
| Blackrock Mid Cap Value Institutional | — | — | — | $163K | 0.7% | |
| Noninterest-bearing cash | — | — | — | $126K | 0.6% | |
| Columbia Dividend Income Fund Class A | — | — | — | $115K | 0.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $97K | 0.4% | |
| Victory High Yield Y | — | — | — | $89K | 0.4% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $65K | 0.3% | |
| Delaware Ivy Small Cap Growth Fund R6 | — | — | — | $57K | 0.2% | |
| Blackrock Technology Opportunities | — | — | — | $52K | 0.2% | |
| American Century Small Cap Value R6 | — | — | — | $44K | 0.2% | |
| Great Gray Trust Company Core Plus Bond Fund II Class R1 | — | — | — | $43K | 0.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $41K | 0.2% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $27K | 0.1% | |
| T Rowe Price Global Growth Stock 1 | — | — | — | $20K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $17K | <0.1% | |
| Cohen & Steers Realty Shares Z | — | — | — | $12K | <0.1% | |
| Janus Henderson Global Equity Income N | — | — | — | $10K | <0.1% | |
| MFS Research International R6 | — | — | — | $7K | <0.1% | |
| Charles Schwab Government Money Fund | — | — | — | $6K | <0.1% | |
| JP Morgan Small Cap Equity Fund Class R6 | — | — | — | $4K | <0.1% | |
| Blackrock Health Sciences Opportunities K | — | — | — | $3K | <0.1% | |
| Global Trust Company American Century One Choice 2065 III | — | — | — | $2K | <0.1% | |
| Blackrock Commodity Strategies Instl | — | — | — | $1K | <0.1% |