# Pathways Behavioral Services INC 403(b) Plan
Source: https://planprovider.pro/companies/pathways-behavioral-services-inc-510245708-001

> Pathways Behavioral Services INC's 403(b) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pathways Behavioral Services INC

- **Sponsor EIN:** 510245708

- **Sponsor Address:** 3362 UNIVERSITY AVE, WATERLOO, IA, 507012006

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 100

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|100|$8.1M|$266,785|$344,517|

| 2023|121|$7.2M|$262,639|$319,131|

| 2022|118|$5.8M|$241,213|$311,995|

## 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|

| FISHER INVESTMENTS 401(K) SOLUTIONS|Investment Advisor|$40,975|—|$40,975|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$28,814|—|$28,814|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,789

- **Estimated Expense Ratio:** 0.859% 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|$69,789|$40,975|$28,814|—|—|

| 2023|$16,280|$13,027|$3,253|—|—|

| 2022|$601|—|$601|—|—|

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