Plan Ledger DOL Form 5500 · updated monthly

Action Pathways, Inc.403(b)

THE RETIREMENT PLAN FOR ACTION PATHWAYS, INC. · FAYETTEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Action Pathways, Inc. reported $4,466 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $758 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.13% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,626th of 2,005), and 9,017th of 11,911 in health care & social assistance. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,334,008
Participants with balances124
Active participants141
Employer contributions$106,813
Employee contributions$176,073
Employer contribution per active participant$758
Average account balance$26,887
Benefits paid to participants$257,232
Plan auditUnmodified (clean) audit opinion
AuditorMP COMPANY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.3M · 124 accts · $107K emplr
2022$2.7M · 95 accts · $93K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,466
Total administrative$4,466
Employer contributions to the Action Pathways, Inc. plan · 2024
Employer contribution per active participant$758
Median for plans this size$1,313
2024$758 per active participant
2022$776 per active participant

Action Pathways, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,465
MORGAN STANLEY · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$4,466 · 0.14%
2022$3,801 · 0.13%
Similar plansHealth Care & Social Assistance · North Carolina
Friends Homes, Inc. NC$3.5M · 0.80%
Healthkeeperz, Inc. NC$3.5M · 0.95%
Skill Creations, Inc. NC$3.2M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560845795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.