# Path Ccm, INC. 401(k) Plan
Source: https://planprovider.pro/companies/path-ccm-inc-401k-plan

> Path Ccm, INC.'s 401(k) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Path Ccm, INC.

- **Sponsor EIN:** 841871047

- **Sponsor Address:** 5201 GREAT AMERICA PARKWAY, SANTA CLARA, CA, 95054

- **Plan Type:** 401(k)

- **Total Participants:** 460

- **Total Assets:** $14.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|460|$14.7M|$1.6M|$3.9M|

| 2023|273|$7.4M|$908,489|$2.1M|

| 2022|125|$1.9M|$394,811|$858,163|

## 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|

| BENEFIT TRUST COMPANY|CUSTODIAN|—|$10,693|$10,693|

| GUIDELINE, INC.|RECORDKEEPER|$8,740|—|$8,740|

| SENSIBA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GUIDELINE, INC.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [SENSIBA LLP](https://planprovider.pro/provider/sensiba-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,433

- **Estimated Expense Ratio:** 0.132% 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|$9,858|$8,442|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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