Plan Snapshot
- Plan Sponsor: Action Pathways, INC.
- Sponsor EIN: 560845795
- Sponsor Address: 4525 CAMPGROUND RD, FAYETTEVILLE, NC, 283145012
- Plan Type: 403(b)
- Total Participants: 141
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $3.3M | $106,813 | $176,073 |
| 2023 | 128 | $3.0M | $94,915 | $166,990 |
| 2022 | 120 | $2.8M | $93,104 | $147,731 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MORGAN STANLEY | OTHER SERVICES | — | $8,744 | $8,744 |
| MP COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — OTHER SERVICES
- MP COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,744
- Estimated Expense Ratio: 0.262% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,466 | — | $4,466 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,801 | — | $3,801 | — | — |