# Paths Management Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/paths-management-services-llc-401k-plan

> Paths Management Services LLC's 401(k) plan: 525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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