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Original filing (PDF)20251013124537NAL0000614403001
PATH ROBOTICS, INC.
Form 5500
FILING_RECEIVED
PATH ROBOTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holding~130 bps in Sched C fees
Active participants
140
Accounts w/ balance
104
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 30% of plan.
- 130 bps in Schedule C fees — 149% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATH ROBOTICS, INC..
Plan sponsor
Name
PATH ROBOTICS, INC.
EIN
83-2135454
Address
3950 BUSINESS PARK DRIVE · COLUMBUS, OH · 43204
Phone
(614) 816-1991
Industry
Professional & Technical Servicessee 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
2025-10-13
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARY ROEPCKE MULCHAEY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $19K | — |
Investments
23 direct securities · 1 pooled fund· $4.3M(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.
Uncategorized
$4.2M
23 holdings
Common Collective Trust
$69K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.3M | 29.7% | |
| BlackRock LifePath Index 2050 | — | — | — | $640K | 15.0% | |
| BlackRock LifePath Index 2055 | — | — | — | $338K | 7.9% | |
| BlackRock LifePath Index 2060 | — | — | — | $276K | 6.4% | |
| BlackRock LifePath Index 2045 | — | — | — | $205K | 4.8% | |
| iShares MSCI EAFE International | — | — | — | $203K | 4.7% | |
| Fidelity Mid Cap Index | — | — | — | $174K | 4.1% | |
| BlackRock LifePath Index 2065 | — | — | — | $146K | 3.4% | |
| JP Morgan Large Cap Growth R3 | — | — | — | $138K | 3.2% | |
| BlackRock LifePath Index 2040 | — | — | — | $129K | 3.0% | |
| American Funds American Mutual | — | — | — | $120K | 2.8% | |
| Lord Abbett Developing Growth | — | — | — | $104K | 2.4% | |
| BlackRock Mid Cap Growth Index | — | — | — | $83K | 1.9% | |
| LORD ABBETT TOTAL RETURN TRUST II C AST WILMINGTON TRUST · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $69K | 1.6% | |
| Empower Annuity Insurance EI Fixed Account | — | — | — | $67K | 1.6% | |
| American Century Small Cap Value | — | — | — | $63K | 1.5% | |
| BlackRock LifePath Index Retirement | — | — | — | $53K | 1.2% | |
| Lord Abbett LifePath Index 2030 | — | — | — | $42K | 1.0% | |
| American Century Heritage | — | — | — | $38K | 0.9% | |
| PGIM Core Bond | — | — | — | $32K | 0.8% | |
| MFS Mid Cap Value | — | — | — | $29K | 0.7% | |
| Fidelity Mid Cap Value Index | — | — | — | $25K | 0.6% | |
| BlackRock LifePath Index 2035 | — | — | — | $20K | 0.5% | |
| Company of America * Notes receivable from participants with interest rates of 9.50% - | — | — | — | $11K | 0.3% |