Back to filter
Original filing (PDF)20251002145643NAL0000378595001
PASSAGEWAYS, INC.
Form 5500
FILING_RECEIVED
PASSAGEWAYS, INC. EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Active participants
175
Accounts w/ balance
232
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASSAGEWAYS, INC..
Plan sponsor
Name
PASSAGEWAYS, INC.
EIN
82-2007390
Address
5140 E SOUTHPORT RD 1012 · INDIANAPOLIS, IN · 46237
Phone
(317) 759-9610
Industry
Information / Tech / Mediasee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | 35-1090346 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
22 direct securities · 1 pooled fund· $10.8M(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
$10.7M
22 holdings
Common Collective Trust
$101K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Institutional Premium Class 70,162 | — | — | — | $1.5M | 13.8% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 56,546 | — | — | — | $1.5M | 13.5% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 54,455 | — | — | — | $1.4M | 13.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 55,490 | — | — | — | $1.3M | 11.9% | |
| Fidelity 500 Index Fund 5,481 | — | — | — | $1.1M | 10.3% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 44,982 | — | — | — | $1.1M | 10.2% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 46,127 | — | — | — | $835K | 7.7% | |
| MFS Growth Fund Class R6 3,971 | — | — | — | $808K | 7.4% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class 15,377 | — | — | — | $310K | 2.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 20,326 | — | — | — | $298K | 2.7% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 12,344 | — | — | — | $229K | 2.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $101K | 0.9% | |
| T. Rowe Price Overseas Stock Fund 7,151 | — | — | — | $90K | 0.8% | |
| Janus Henderson Enterprise Fund Class N 434 | — | — | — | $62K | 0.6% | |
| Fidelity Mid Cap Index Fund 1,779 | — | — | — | $60K | 0.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 9.00%-9.50%, with maturities through April, 2029 0 | — | — | — | $60K | 0.5% | |
| American Funds New World R6 4 ** 285 Janus Henderson Triton Fund Class N 31 ** 859 JPMorgan Equity Income Fund Class R6 2,049 | — | — | — | $49K | 0.5% | |
| BlackRock Advantage Small Cap Core Fund Class K 801 | — | — | — | $15K | 0.1% | |
| Fidelity Small Cap Value Index Fund 284 | — | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Fund 200 | — | — | — | $6K | <0.1% | |
| REGISTERED INVESTMENT COMPANIES PIMCO Income Fund Institutional Class 453 | — | — | — | $5K | <0.1% | |
| JPMorgan Core Bond Fund Class R6 202 | — | — | — | $2K | <0.1% | |
| Fidelity Total Bond Fund 121 | — | — | — | $1K | <0.1% |
Related plans
Other plans using KATZ, SAPPER & MILLER, LLP
HILL-ROM HOLDINGS, INC.
HILL-ROM, INC. PENSION PLAN
$229.8M · 712 participants
JAMES G. DAVIS CONSTRUCTION CORPORATION
JAMES G. DAVIS CONSTRUCTION CORPORATION PROFIT SHARING, STOCK OWNERSHIP, AND 401(K) PLAN
$199.0M · 506 participants
SOFHA MANAGEMENT SERVICES, INC.
SOFHA MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN
$157.2M · 1,135 participants
ISG ENTERPRISES, LLC
ISG ENTERPRISES, LLC AND GROUP 401(K)
$38.4M · 1,173 participants
THE BLAKLEY CORPORATION
EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN OF THE BLAKLEY CORPORATION
$9.1M · 134 participants
SCRIPPS LTD. COMMITTEE
SCRIPPS MANAGED DISABILITY PLAN
$57K · 4,181 participants
Similar-size Information / Tech / Media plans
ARAVO SOLUTIONS, INC.
ARAVO SOLUTIONS 401(K) PLAN
$16.9M · 110 participants
CHOWBUS, INC.
CHOWBUS 401(K) PLAN
$2.0M · 108 participants
VEDA SYSTEM SOLUTION CORP
VEDA SYSTEM SOLUTION CORP 401K PSP
$1.5M · 3 participants
VEDA SYSTEM SOLUTION CORP
VEDA SYSTEM SOLUTION CORP CASH BALANCE
$510K · 3 participants
SUPERLOGIC TECHNOLOGIES, INC.
SUPERLOGIC TECHNOLOGIES, INC. 401K PLAN
$242K · 18 participants
CAMCO NE, LLC
CAMCO NE, LLC 401K PLAN
$127K · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants