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Original filing (PDF)20251014162151NAL0004508272001
PATHPOINT
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF PATHPOINT
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
453
Accounts w/ balance
543
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHPOINT.
Plan sponsor
Name
PATHPOINT
EIN
95-2371668
Address
901 OLIVE STREET · SANTA BARBARA, CA · 93101
Phone
(805) 966-3310
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $5K | — |
Investments
51 direct securities · 1 pooled fund· $40.0M(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
$20.9M
51 holdings
Pooled Separate Account
$19.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $19.1M | 91.7% | |
| Mutual of America Life Insurance Company | — | — | $0 | $1.9M | 9.2% | |
| Mutual of America Life Insurance Company | — | — | $0 | $1.9M | 8.9% | |
| Mutual of America Life Insurance Company | — | — | $0 | $1.4M | 6.7% | |
| Mutual of America Life Insurance Company | — | — | $0 | $1.2M | 5.8% | |
| DWS Group | — | — | $0 | $1.2M | 5.8% | |
| Mutual of America Life Insurance Company | — | — | $0 | $1.1M | 5.3% | |
| Mutual of America Life Insurance Company | — | — | $0 | $993K | 4.8% | |
| Fidelity | — | — | $0 | $896K | 4.3% | |
| Mutual of America Life Insurance Company | — | — | $0 | $843K | 4.0% | |
| Mutual of America Life Insurance Company | — | — | $0 | $798K | 3.8% | |
| Mutual of America Life Insurance Company | — | — | $0 | $793K | 3.8% | |
| Mutual of America Life Insurance Company | — | — | $0 | $694K | 3.3% | |
| Fidelity | — | — | $0 | $619K | 3.0% | |
| American Century | — | — | $0 | $604K | 2.9% | |
| Fidelity | — | — | $0 | $538K | 2.6% | |
| Vanguard | — | — | $0 | $487K | 2.3% | |
| Mutual of America Life Insurance Company | — | — | $0 | $444K | 2.1% | |
| Mutual of America Life Insurance Company | — | — | $0 | $409K | 2.0% | |
| Calvert | — | — | $0 | $367K | 1.8% | |
| Mutual of America Life Insurance Company | — | — | $0 | $343K | 1.6% | |
| Mutual of America Life Insurance Company | — | — | $0 | $341K | 1.6% | |
| Mutual of America Life Insurance Company | — | — | $0 | $324K | 1.6% | |
| Mutual of America Life Insurance Company | — | — | $0 | $311K | 1.5% | |
| 403(b) Thrift Plan of PathPoint | — | — | — | $302K | 1.4% | |
| Mutual of America Life Insurance Company | — | — | $0 | $302K | 1.4% | |
| Vanguard | — | — | $0 | $247K | 1.2% | |
| T. Rowe Price | — | — | $0 | $232K | 1.1% | |
| Mutual of America Life Insurance Company | — | — | $0 | $224K | 1.1% | |
| Mutual of America Life Insurance Company | — | — | $0 | $202K | 1.0% | |
| Mutual of America Life Insurance Company | — | — | $0 | $182K | 0.9% | |
| Mutual of America Life Insurance Company | — | — | $0 | $142K | 0.7% | |
| Fidelity | — | — | $0 | $141K | 0.7% | |
| Mutual of America Life Insurance Company | — | — | $0 | $81K | 0.4% | |
| Mutual of America Life Insurance Company | — | — | $0 | $51K | 0.2% | |
| Mutual of America Life Insurance Company | — | — | $0 | $45K | 0.2% | |
| The Variable Annuity Life Insurance Company | — | — | $0 | $41K | 0.2% | |
| Capital Group | — | — | $0 | $40K | 0.2% | |
| Mutual of America Life Insurance Company | — | — | $0 | $36K | 0.2% | |
| PIMCO | — | — | $0 | $31K | 0.2% | |
| Invesco | — | — | $0 | $27K | 0.1% | |
| Vanguard | — | — | $0 | $23K | 0.1% | |
| Mutual of America Life Insurance Company | — | — | $0 | $5K | <0.1% | |
| Vanguard | — | — | $0 | $4K | <0.1% | |
| Mutual of America Life Insurance Company | — | — | $0 | $4K | <0.1% | |
| Victory Capital | — | — | $0 | $2K | <0.1% | |
| Delaware Funds by Macquarie | — | — | $0 | $1K | <0.1% | |
| Goldman Sachs | — | — | $0 | $641 | <0.1% | |
| Goldman Sachs | — | — | $0 | $338 | <0.1% | |
| Mutual of America Life Insurance Company | — | — | $0 | $274 | <0.1% | |
| Massachusetts Financial Services | — | — | $0 | $166 | <0.1% | |
| Neuberger Berman | — | — | $0 | $127 | <0.1% |
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