Plan Snapshot
- Plan Sponsor: Operations Pathway Systems, L.P.
- Sponsor EIN: 752850532
- Sponsor Address: 800 W MAGNOLIA AVE, FORT WORTH, TX, 76104
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 371 | $22.8M | $179,321 | $1.7M |
| 2023 | 339 | $19.6M | $169,646 | $1.6M |
| 2022 | 291 | $15.4M | $153,266 | $1.4M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | TPA | $34,325 | — | $34,325 |
| HUB INTERNATIONAL NORTHEAST | ADVISOR | $21,855 | — | $21,855 |
| CHARLES SCHWAB | CUSTODIAN TRUSTEE | $7,167 | — | $7,167 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — TPA
- HUB INTERNATIONAL NORTHEAST — ADVISOR
- CHARLES SCHWAB — CUSTODIAN TRUSTEE
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,347
- Estimated Expense Ratio: 0.278% 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 | $63,347 | $21,855 | — | — | — |
| 2023 | $50,843 | $16,920 | — | — | — |
| 2022 | $31,886 | $11,189 | $657 | — | $20,040 |