Plan Snapshot
- Plan Sponsor: Paths Management Services LLC
- Sponsor EIN: 920783544
- Sponsor Address: 909 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 525 | $5.5M | $287,496 | $2.0M |
| 2023 | 464 | $2.6M | $80,979 | $653,744 |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | CONTRACT ADMIN | $25,236 | $1,929 | $27,165 |
| EMPOWER LIFE & ANNUITY INSURANCE | RECORDKEEPER | $22,294 | — | $22,294 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,459
- Estimated Expense Ratio: 0.907% 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 | $51,695 | $4,165 | $25,236 | — | — |
| 2023 | $105 | — | — | — | — |