# Pathpoint 403(b) Plan
Source: https://planprovider.pro/companies/pathpoint-403b-plan

> Pathpoint's 403(b) plan: 453 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Goodwill Southern Los Angeles County](https://planprovider.pro/companies/goodwill-serving-the-people-of-southern-los-angeles-county-plan-001) — 366 participants

- [Northern California Inalliance](https://planprovider.pro/companies/northern-california-inalliance-401k-plan) — 366 participants

- [United States Veterans Initiative](https://planprovider.pro/companies/united-states-veterans-initiative-401k-plan) — 607 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pathpoint-403b-plan)

© 2026 PlanProvider.Pro