Plan Snapshot
- Plan Sponsor: Pathways Healthcare, LLC
- Sponsor EIN: 352462125
- Sponsor Address: 101 STATION DRIVE, SUITE 240, WESTWOOD, MA, 02090
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 531
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 531 | $6.3M | $0 | $0 |
| 2024 | 476 | $4.2M | $311,044 | $865,418 |
| 2023 | 389 | $2.5M | $80,651 | $685,925 |
| 2022 | 306 | $1.4M | $80,363 | $381,655 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $93,754 | — | $4,125 | — | — |
| 2024 | $3,350 | — | $3,150 | — | — |
| 2023 | $67,477 | — | — | — | — |
| 2022 | $5,243 | — | — | — | — |