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Original filing (PDF)20250926220421NAL0012310643004
PATH CCM, INC.
Form 5500
FILING_RECEIVED
PATH CCM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
460
Accounts w/ balance
488
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
29 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Value Mutual funds Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 46% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATH CCM, INC..
Plan sponsor
Name
PATH CCM, INC.
EIN
84-1871047
Address
5201 GREAT AMERICA PARKWAY · SUITE 320 PMB #234 · SANTA CLARA, CA · 95054
Phone
(501) 206-6403
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
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
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
29 direct securities· $14.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $6.7M | 45.4% | |
| Vanguard Funds Developed Markets index Admiral Mutual Fund | — | — | — | $2.6M | 17.7% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $1.7M | 11.3% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $1.3M | 8.8% | |
| Vanguard Specialized Dividend Reit Index Fund Admiral Mutual Fund | — | — | — | $618K | 4.2% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $533K | 3.6% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $488K | 3.3% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $209K | 1.4% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $98K | 0.7% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $70K | 0.5% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $58K | 0.4% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $51K | 0.3% | |
| Money market fund Vanguard Group Reserve Federal Money Market Fund Money Market Fund | — | — | — | $51K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $49K | 0.3% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $43K | 0.3% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $17K | 0.1% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $16K | 0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Group High Dividend Yield Index Admiral Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Intermediate Bond Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |