How big is PATH CCM, Inc.'s plan?

PATH CCM, Inc.'s plan reported $14.7M in assets and 460 participants for 2024.

Original filing (PDF)20250926220421NAL0012310643004

PATH CCM, Inc.

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

Form 5500

FILING_RECEIVED

PATH CCM, Inc. 401(k) Plan

401(k) retirement plan · PATH CCM, Inc.'s PATH CCM, Inc. 401(k) Plan held $14.7M in plan assets for 460 participants in 2024, with Guideline as recordkeeper.

Signals · 3

Late participant contributions33% in single holdingCorrective distributions issued

Active participants

460

Accounts w/ balance

488

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

QIAN LIU signed PATH CCM, Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

PATH CCM, Inc.'s EIN is 84-1871047.

EIN 84-1871047

Plan number 001

Plan year 2024

ACK ID 20250926220421NAL0012310643004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PATH CCM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 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) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

PATH CCM, INC.

EIN

all filings

Address

5201 GREAT AMERICA PARKWAY · SUITE 320 PMB #234 · SANTA CLARA, CA · 95054

Phone

(501) 206-6403

Industry

Custom Computer Programming· Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$9K	—

Investments

28 direct securities· $8.0M(54% of reported assets)

Mutual Funds

$7.2M

25 holdings

Common Collective Trusts

$722K

3 holdings

					% of plan
Vanguard Funds Developed Markets index Admiral Mutual Fund	Mutual Funds	—	—	$2.6M	17.7%
Vanguard Group Bond Index Admiral Class Mutual Fund	Mutual Funds	—	—	$1.7M	11.3%
Vanguard Emerging Markets Stock Admiral Class Mutual Fund	Mutual Funds	—	—	$1.3M	8.8%
Vanguard Specialized Dividend Reit Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$618K	4.2%
Vanguard Funds Total International Bond Index Mutual Fund	Mutual Funds	—	—	$533K	3.6%
Vanguard Group Index 500 Admiral Mutual Fund	Mutual Funds	—	—	$488K	3.3%
Vanguard Group Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$209K	1.4%
Vanguard Group Large Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$98K	0.7%
Vanguard Group Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$70K	0.5%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$58K	0.4%
Vanguard Group Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$51K	0.3%
Money market fund Vanguard Group Reserve Federal Money Market Fund Money Market Fund	Mutual Funds	—	—	$51K	0.3%
Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund	Mutual Funds	—	—	$49K	0.3%
Vanguard Group Total Institutional Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$43K	0.3%
Vanguard Group Value Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund	Mutual Funds	—	—	$16K	0.1%
Vanguard Group Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard Group High Dividend Yield Index Admiral Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard Industrials Index Admiral Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Group Extended Market Index Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard Health Care Index Admiral Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Telecom Services Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard International Equity Index Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group Intermediate Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%