Plan Snapshot
- Plan Sponsor: Pathai, INC.
- Sponsor EIN: 811778508
- Sponsor Address: 1325 BOYLSTON STREET, FLOOR 10, BOSTON, MA, 02215
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 421
- Total Assets: $32.5M
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. |
|---|---|---|---|---|
| 2025 | 421 | $32.5M | $0 | $0 |
| 2024 | 161 | $28.8M | $0 | $3.7M |
| 2023 | 573 | $34.8M | $31,144 | $5.1M |
| 2022 | 322 | $29.9M | $0 | $3.5M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $30,602 | — | $30,602 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $22,850 | — | $22,850 |
| COMPASS 360, LLC | Other Service Provider | $19,400 | — | $19,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,852
- Estimated Expense Ratio: 0.224% 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 |
|---|---|---|---|---|---|
| 2025 | $6,607,060 | $30,602 | $42,250 | — | — |
| 2024 | $76,387 | $33,950 | $42,437 | — | — |
| 2023 | $48,139 | — | $48,139 | — | — |
| 2022 | $3,948 | $3,940 | $6 | — | — |