Plan Snapshot
- Plan Sponsor: Pathways Health & Community Supp
- Sponsor EIN: 472525144
- Sponsor Address: 513 PRINCE EDWARD ST, FREDERICKSBURG, VA, 22408
- Plan Type: 401(k)
- Total Participants: 3,752
- Total Assets: $56.2M
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 | 3,752 | $56.2M | $1.2M | $8.0M |
| 2023 | 4,054 | $47.3M | $1.3M | $7.9M |
| 2022 | 4,066 | $36.5M | $1.4M | $7.8M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $91,559 | — | $91,559 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,559
- Estimated Expense Ratio: 0.163% 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 | $91,559 | $16,065 | — | — | — |
| 2023 | $67,007 | $10,654 | — | — | — |
| 2022 | $69,329 | — | — | — | — |