Plan Ledger DOL Form 5500 · updated monthly

Pathway Society Inc.401(k)

PATHWAY 401(K) PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

Pathway Society Inc. reported $11,141 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.12%. 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 California (5,544th of 9,483), and the 5,805th of 11,911 in health care & social assistance. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,690,931
Participants with balances0
Active participants—
Employer contributions$219,856
Employee contributions$576,946
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$486,877
Plan auditUnmodified (clean) audit opinion
AuditorARMANINO LLP TAX SERVICES TERMS
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · $220K emplr
2023$8.3M · 152 accts · $664K emplr
2022$6.8M · 124 accts · $436K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,850
Investment management$3,291
Total administrative$11,141
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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$7,550
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$11,141 · 0.12%
2023$16,856 · 0.22%
2022$8,382 · 0.13%
Similar plansHealth Care & Social Assistance · California

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941688522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.