How big is Pathai, Inc.'s plan?

Pathai, Inc.'s plan reported $28.8M in assets and 161 participants for 2024.

Original filing (PDF)20250811092759NAL0006498003001

Pathai, Inc.

Name: Pathai, Inc. — Pathai 401(k) Plan, Form 5500 (2024)
Creator: Pathai, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pathai 401(k) Plan

401(k) retirement plan · Pathai, Inc.'s Pathai 401(k) Plan held $28.8M in plan assets for 161 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

161

Accounts w/ balance

450

Plan assets (EOY)

$28.8M

Net assets (EOY)

$28.8M

People on this filing

Seth Larner signed Pathai, Inc.'s 2024 Form 5500 as plan administrator.

Seth Larner — 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

Pathai, Inc.'s EIN is 81-1778508.

EIN 81-1778508

Plan number 001

Plan year 2024

ACK ID 20250811092759NAL0006498003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pathai, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PATHAI, INC..

Finding similar companies…

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 198K (5% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PATHAI, INC.

EIN

all filings

Address

1325 BOYLSTON STREET, FLOOR 10 · BOSTON, MA · 02215

Phone

(978) 467-5383

Industry

Professional & Technical Services

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$34K	—

Accountant / Auditor

Investments

34 direct securities· $26.6M(92% of reported assets)

Mutual Funds

$19.7M

14 holdings

Common Collective Trusts

$6.4M

12 holdings

Other securities

$431K

7 holdings

U.S. Treasuries

$84K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.0M	13.8%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.3M	11.6%
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.3M	11.4%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.2M	11.0%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.9M	10.1%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.6M	9.0%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.2M	7.8%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	4.6%
Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$977K	3.4%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$835K	2.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$237K	0.8%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$231K	0.8%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$207K	0.7%
Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$163K	0.6%
Principal Blue Chip Fund Class R6 Mutual Fund	Other securities	—	—	$153K	0.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$150K	0.5%
Fidelity Short-Term Treasury Bond Index Fund Mutual Fund ** 360 * Fidelity Government Money Market Fund Class K6 Mutual Fund	U.S. Treasuries	—	—	$84K	0.3%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$84K	0.3%
Columbia Small Cap Value I Inst3 Fund Mutual Fund	Other securities	—	—	$82K	0.3%
BlackRock High Yield Bond Portfolio Class K Mutual Fund	Other securities	—	—	$62K	0.2%
BlackRock Equity Dividend Fund K Shares Mutual Fund	Other securities	—	—	$61K	0.2%
Fidelity Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$53K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$51K	0.2%
American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$47K	0.2%
Cohen & Steers Realty Shares Z Mutual Fund	Other securities	—	—	$46K	0.2%
Fidelity Freedom Index 2015 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$31K	0.1%
MFS Mid Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$31K	0.1%
Fidelity Total Bond K6 Fund Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
Fidelity Freedom Index Fund Investor Class Mutual Fund	Common Collective Trusts	—	—	$21K	<0.1%
BlackRock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$21K	<0.1%
Fidelity Mid Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$19K	<0.1%
American Funds EuroPacific Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
AB Small Cap Growth Portfolio Class Z Mutual Fund	Other securities	—	—	$4K	<0.1%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%