Plan Ledger DOL Form 5500 · updated monthly

Pathpoint403(b)

403(B) THRIFT PLAN OF PATHPOINT · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Pathpoint reported $5,572 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $791 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 0.01% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,523rd-largest of 9,483 plans among California employers on file, and the 3,576th of 11,911 in health care & social assistance. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 386 to 453 since 2022.

Plan summary
Net assets, end of year$20,852,865
Participants with balances543
Active participants453
Employer contributions$358,244
Employee contributions$742,868
Employer contribution per active participant$791
Average account balance$38,403
Benefits paid to participants$1,612,357
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 543 accts · $358K emplr
2023$17.8M · 444 accts · $313K emplr
2022$15.1M · 368 accts · $286K emplr
Employer contributions to the Pathpoint plan · 2024
Employer contribution per active participant$791
Median for plans this size$2,416
2024$791 per active participant
2023$754 per active participant
2022$742 per active participant

Pathpoint's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$5,396

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,572 · 0.03%
2023$1,105 · 0.01%
2022$1,691 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Self-Help Enterprises CA$21.1M · 0.45%
Institute on Aging CA$21.0M · 0.59%
Ksl Associate Group, Inc. CA$21.0M · 0.59%
Toi Management, LLC CA$20.8M · 0.41%
Catalyst Family Inc. CA$20.6M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952371668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.