Plan Snapshot
- Plan Sponsor: Broadpath, LLC
- Sponsor EIN: 263271894
- Sponsor Address: 6400 EAST GRANT ROAD, TUCSON, AZ, 85715
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 528 | $2.0M | $70,745 | $333,443 |
| 2023 | 667 | $1.7M | $0 | $268,706 |
| 2022 | 845 | $1.2M | $55,704 | $214,301 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Recordkeeper | $30,598 | — | $30,598 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,598
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 |
|---|---|---|---|---|---|
| 2025 | $2,354,125 | — | $8,955 | — | — |
| 2024 | $462,069 | — | — | — | — |
| 2023 | $184,078 | — | — | — | — |
| 2022 | $20,955 | $2,192 | $18,344 | — | $419 |