Plan Snapshot
- Plan Sponsor: Pathpoint
- Sponsor EIN: 952371668
- Sponsor Address: 901 OLIVE STREET, SANTA BARBARA, CA, 93101
- Plan Type: 403(b)
- Total Participants: 453
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 453 | $20.9M | $358,244 | $742,868 |
| 2023 | 415 | $17.8M | $313,006 | $662,101 |
| 2022 | 386 | $15.1M | $286,393 | $573,609 |
| 2020 | 351 | $15.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $5,396 | — | $5,396 |
| HARRINGTON GROUP, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,396
- Estimated Expense Ratio: 0.026% 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 | $5,572 | — | — | — | — |
| 2023 | $1,105 | — | — | — | — |
| 2022 | $1,691 | — | — | — | — |
| 2020 | $2,089 | — | — | — | — |