Plan Snapshot
- Plan Sponsor: Pathline, LLC
- Sponsor EIN: 264236145
- Sponsor Address: 535 E. CRESCENT AVE, RAMSEY, NJ, 07446
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $10.0M
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 | 136 | $10.0M | $395,131 | $731,874 |
| 2023 | 134 | $8.6M | $388,974 | $752,911 |
| 2022 | 147 | $7.3M | $402,932 | $785,364 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $29,535 | — | $29,535 |
| WELLS FARGO ADVISORS FIN NETWORK | INVESTMENT ADVISORY | $23,092 | $7 | $23,099 |
| FGMK,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,634
- Estimated Expense Ratio: 0.528% 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 | $52,615 | $23,095 | $29,520 | — | — |
| 2023 | $51,834 | $19,666 | $32,168 | — | — |
| 2022 | $47,976 | $18,251 | $29,725 | — | — |