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Original filing (PDF)20251002092014NAL0000179459001
ABILITYPATH
Form 5500
FILING_RECEIVED
ABILITYPATH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
224
Accounts w/ balance
244
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 136% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABILITYPATH.
Plan sponsor
Name
ABILITYPATH
EIN
94-1156502
Address
350 TWIN DOLPHIN DRIVE, SUITE 123 · REDWOOD CITY, CA · 94065
Phone
(650) 259-0176
Industry
Other Services (ex. Public Admin)see 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
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PLATFORM CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $83K | — |
Investments
19 direct securities · 1 pooled fund· $23.4M(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
$12.1M
19 holdings
Pooled Separate Account
$11.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $11.3M | 93.7% | |
| Harbor Capital Appreciation Pooled Separate Account | — | — | — | $3.0M | 24.7% | |
| T. Rowe Price Balanced Pooled Separate Account | — | — | — | $1.8M | 14.7% | |
| Vanguard Tot StkMktIdx Adm Pooled Separate Account | — | — | — | $1.2M | 10.3% | |
| JP Morgan Equity Income R6 Pooled Separate Account | — | — | — | $1.1M | 9.2% | |
| Vanguard Tot BdMktIdx Adm Pooled Separate Account | — | — | — | $991K | 8.2% | |
| Fidelity 500 Index Pooled Separate Account | — | — | — | $971K | 8.0% | |
| MFS Intl Diversification R6 Pooled Separate Account | — | — | — | $924K | 7.6% | |
| Standard Stable Asset A Stable Value Fund | — | — | — | $745K | 6.2% | |
| Calvert US LgCpCr Resp Idx R6 Pooled Separate Account | — | — | — | $434K | 3.6% | |
| Fidelity Small Cap Index Pooled Separate Account | — | — | — | $266K | 2.2% | |
| Principal Midcap R6 Pooled Separate Account | — | — | — | $165K | 1.4% | |
| Fidelity Advisor Total Bond Pooled Separate Account | — | — | — | $155K | 1.3% | |
| MFS Mid Cap Value R6 Pooled Separate Account | — | — | — | $137K | 1.1% | |
| Fidelity Total Market Index Pooled Separate Account | — | — | — | $66K | 0.5% | |
| T. Rowe Price New Horizons Pooled Separate Account | — | — | — | $66K | 0.5% | |
| Fidelity Mid Cap Index Pooled Separate Account | — | — | — | $12K | 0.1% | |
| Federated Herm Intl Eq Instl Pooled Separate Account | — | — | — | $9K | <0.1% | |
| Notes receivable from participants Bearing interest at 8.00%-8.50% | — | — | — | $6K | <0.1% | |
| Vanguard Intl Value Inv Pooled Separate Account | — | — | — | $5K | <0.1% |