Plan Snapshot
- Plan Sponsor: Pathways Home Health And Hospice
- Sponsor EIN: 942823240
- Sponsor Address: 585 NORTH MARY AVENUE, SUNNYVALE, CA, 940852905
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $22.7M
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 | 151 | $22.7M | $220,363 | $887,447 |
| 2023 | 152 | $20.2M | $217,583 | $867,802 |
| 2022 | 153 | $18.8M | $228,462 | $880,179 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $49,731 | — | $49,731 |
| CBIZ INVESTMENT ADVISORY | Investment Advisor | $28,771 | — | $28,771 |
| CBIZ BENEFITS & INS SERVICES | Recordkeeper | $14,574 | — | $14,574 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,076
- Estimated Expense Ratio: 0.410% 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 | $50,821 | $28,771 | — | — | — |
| 2023 | $96,591 | $36,761 | — | — | — |
| 2022 | $97,951 | $27,153 | $34,339 | — | — |