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Original filing (PDF)20251003185519NAL0002720144001
PATH
Form 5500
FILING_RECEIVED
PATH PROFIT SHARING 401(K) INCENTIVE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
532
Accounts w/ balance
1,075
Plan assets (EOY)
$300.8M
Net assets (EOY)
$300.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATH.
Plan sponsor
Name
PATH
EIN
91-1157127
Address
437 N 34TH STREET · SEATTLE, WA · 98103
Phone
(206) 285-3500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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
CLARK NUBER, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELLWOOD CONSULTING LLC | — | PORTLAND, OR | NONE | $93K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $55K | — |
| CLARK NUBER PS | — | BELLEVUE, WA | NONE | $26K | — |
| DELOITTE TAX LLP | — | DALLAS, TX | NONE | $6K | — |
Investments
15 direct securities · 15 pooled funds· $299.7M(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.
Common Collective Trust
$213.2M
15 holdings
Uncategorized
$86.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $33.1M | 11.0% | |
| T. ROWE PRICE RET BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $32.3M | 10.8% | |
| T. ROWE PRICE RET BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $28.4M | 9.4% | |
| T. ROWE PRICE RET BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $27.3M | 9.1% | |
| AB US LARGE CAP GROWTH CIT W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $27.0M | 9.0% | |
| T. ROWE PRICE RET BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $25.9M | 8.6% | |
| T. ROWE PRICE RET BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $24.7M | 8.2% | |
| T. ROWE PRICE RET BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $11.9M | 4.0% | |
| T. ROWE PRICE RET BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $11.1M | 3.7% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $9.6M | 3.2% | |
| T. ROWE PRICE RET BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.6M | 2.5% | |
| T. Rowe Price Mid Cap Growth Mutual Fund | — | — | — | $7.0M | 2.3% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | — | — | — | $6.6M | 2.2% | |
| T. Rowe Price Small-Cap Stock Fund Mutual Fund | — | — | — | $5.2M | 1.7% | |
| T. ROWE PRICE RET BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $5.1M | 1.7% | |
| Baird Aggregate Bond Fund Mutual Fund | — | — | — | $4.7M | 1.6% | |
| T. Rowe Price Mid Cap Value Mutual Fund | — | — | — | $4.7M | 1.6% | |
| Vanguard Total Int Stock Index Fund Mutual Fund | — | — | — | $3.7M | 1.2% | |
| Calvert Bond Fund Mutual Fund | — | — | — | $3.2M | 1.1% | |
| T. Rowe Price International Discovery Mutual Fund | — | — | — | $2.0M | 0.7% | |
| DFA Global Real Estate Securities Portfolio Mutual Fund | — | — | — | $1.7M | 0.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.6M | 0.5% | |
| T. Rowe Price Overseas Stock Mutual Fund | — | — | — | $1.6M | 0.5% | |
| T. ROWE PRICE RET BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| Vanguard ST Inflation-Prot Sec Index Fund Mutual Fund | — | — | — | $1.1M | 0.4% | |
| T. ROWE PRICE RET BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $838K | 0.3% | |
| T. Rowe Price Government Money Mutual Fund | — | — | — | $638K | 0.2% | |
| T. ROWE PRICE RET BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $533K | 0.2% | |
| T. ROWE PRICE RET BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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