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Original filing (PDF)20251015154717NAL0005038017001
PATH
Form 5500
FILING_RECEIVED
PATH CORPORATION 403(B) PLAN
403(b) retirement plan
Signals · 1
~91 bps in Sched C fees
Active participants
1,098
Accounts w/ balance
1,082
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 91 bps in Schedule C fees — 213% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATH.
Plan sponsor
Name
PATH
EIN
95-3950196
Address
340 N MADISON AVENUE · LOS ANGELES, CA · 90004
Phone
(323) 644-2200
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $72K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE RETIREMENT | — | ALISO VIEJO, CA | FINANCIAL ADVISOR | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | MOBILE, AL | TPA | $26K | — |
Investments
49 direct securities· $16.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NW Trust Company, FSB American Funds 2050 Target Date Retirement | — | — | — | $2.3M | 14.2% | |
| NW Trust Company, FSB American Funds 2045 Target Date Retirement | — | — | — | $2.1M | 12.5% | |
| NW Trust Company, FSB American Funds 2055 Target Date Retirement | — | — | — | $1.9M | 11.3% | |
| NW Trust Company, FSB American Funds 2040 Target Date Retirement | — | — | — | $1.7M | 10.6% | |
| NW Trust Company, FSB American Funds 2030 Target Date Retirement | — | — | — | $1.3M | 8.0% | |
| NW Trust Company, FSB American Funds 2035 Target Date Retirement | — | — | — | $988K | 6.0% | |
| NW Trust Company, FSB American Funds 2025 Target Date Retirement | — | — | — | $927K | 5.6% | |
| NW Trust Company, FSB American Century Ultra | — | — | — | $757K | 4.6% | |
| NW Trust Company, FSB BlackRock iShares S&P 500 Index | — | — | — | $713K | 4.3% | |
| NW Trust Company, FSB American Funds 2060 Target Date Retirement | — | — | — | $712K | 4.3% | |
| NW Trust Company, FSB Putnam Large Cap Value | — | — | — | $619K | 3.7% | |
| NW Trust Company, FSB American Funds 2020 Target Date Retirement | — | — | — | $340K | 2.1% | |
| Investments - * NW Trust Company, FSB AB Small Cap Growth Portfolio Advisor Class ** $ | — | — | — | $280K | 1.7% | |
| NW Trust Company, FSB BlackRock iShares MSCI EAFE International Index | — | — | — | $275K | 1.7% | |
| Participant Loans 5.25% -10.50% -0- | — | — | — | $249K | 1.5% | |
| NW Trust Company, FSB American Century Mid Cap Value ** 2 * NW Trust Company, FSB American Century Small Cap Value | — | — | — | $167K | 1.0% | |
| NW Trust Company, FSB American Funds 2065 Target Date Retirement | — | — | — | $154K | 0.9% | |
| NW Trust Company, FSB American Funds 2010 Target Date Retirement | — | — | — | $145K | 0.9% | |
| NW Trust Company, FSB American Funds 2015 Target Date Retirement | — | — | — | $118K | 0.7% | |
| Investments (Continued) - * American Funds Washington Mutual Investors - A | — | — | — | $99K | 0.6% | |
| American Funds Europacific Growth - A | — | — | — | $48K | 0.3% | |
| NW Trust Company, FSB Vanguard Health Care Investor Share ** 2 * NW Trust Company, FSB Vanguard Large Cap Index Admiral Shares | — | — | — | $43K | 0.3% | |
| American Funds The Growth Fund of America - A | — | — | — | $42K | 0.3% | |
| NW Trust Company, FSB BlackRock iShares U.S. Aggregate Bond Index | — | — | — | $36K | 0.2% | |
| NW Trust Company, FSB MFS Research International | — | — | — | $35K | 0.2% | |
| American Funds The Growth Fund of America - F1 | — | — | — | $33K | 0.2% | |
| NW Trust Company, FSB Federated Hermes Government Obligations | — | — | — | $28K | 0.2% | |
| American Funds American High-Income Trust - A | — | — | — | $27K | 0.2% | |
| American Funds Washington Mututal Investors - F1 | — | — | — | $26K | 0.2% | |
| American Funds The Income Fund of America - A | — | — | — | $23K | 0.1% | |
| American Funds The New Economy - Fund A | — | — | — | $22K | 0.1% | |
| NW Trust Company, FSB Vanguard Total International Bond Index ** 453 * NW Life Insurance Co. Best of America - Fixed Stable Value | — | — | — | $19K | 0.1% | |
| American Funds Fundamental Investors - A | — | — | — | $18K | 0.1% | |
| NW Trust Company, FSB T Rowe Price Large Cap Growth | — | — | — | $15K | <0.1% | |
| NW Trust Company, FSB Vanguard Mid Cap Index Fund | — | — | — | $12K | <0.1% | |
| American Funds Fundamental Investors - F1 | — | — | — | $12K | <0.1% | |
| American Funds Capital World Growth and Income - Fund A | — | — | — | $11K | <0.1% | |
| American Funds AMCAP - F1 | — | — | — | $11K | <0.1% | |
| American Funds AMCAP - Fund A | — | — | — | $9K | <0.1% | |
| American Funds Smallcap World - Fund A | — | — | — | $7K | <0.1% | |
| American Funds Capital Income Builder - A | — | — | — | $5K | <0.1% | |
| American Funds American Funds U.S. Govt. Money Mrk - A | — | — | — | $5K | <0.1% | |
| American Funds New World - Fund A | — | — | — | $4K | <0.1% | |
| American Funds International Growth and Income - A | — | — | — | $3K | <0.1% | |
| American Funds American Balanced - Fund A | — | — | — | $3K | <0.1% | |
| American Funds New Perspective - A ** 497 * American Funds The Bond Fund of America - A | — | — | — | $3K | <0.1% | |
| American Funds American Mutual - A ** 47 * American Funds The Investment Company of America - A | — | — | — | $2K | <0.1% | |
| American Funds U.S. Government Securities - Fund A | — | — | — | $2K | <0.1% | |
| American Funds Capital World Bond - Fund A | — | — | — | $1K | <0.1% |