Plan Ledger DOL Form 5500 · updated monthly

Pathways Home Health and Hospice403(b)

PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN · SUNNYVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Pathways Home Health and Hospice reported $50,821 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,459 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 fell from 0.45% to 0.24%. 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 3,328th-largest of 9,483 plans among California employers on file, and the 3,376th of 11,911 in health care & social assistance. In 2024, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,677,063
Participants with balances238
Active participants151
Employer contributions$220,363
Employee contributions$887,447
Employer contribution per active participant$1,459
Average account balance$95,282
Benefits paid to participants$1,544,123
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 238 accts · $220K emplr
2023$20.2M · 254 accts · $218K emplr
2022$18.8M · 277 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,476
Investment management$28,771
Total administrative$50,821
Employer contributions to the Pathways Home Health and Hospice plan · 2024
Employer contribution per active participant$1,459
Median for plans this size$2,416
2024$1,459 per active participant
2023$1,431 per active participant
2022$1,493 per active participant

Pathways Home Health and Hospice's 2024 employer contribution ran below the $2,416 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 · 20245
CBIZ INVESTMENT ADVISORY · Investment advisory (plan)$28,771
CBIZ BENEFITS & INS SERVICES$14,574
FIDELITY · Loan processing$850
LINCOLN NATIONAL CORPORATION$105

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$50,821 · 0.24%
2023$96,591 · 0.50%
2022$97,951 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · California
Apla Health & Wellness CA$23.5M · 0.14%
Compass Health, Inc. CA$23.2M · 0.58%
Crystal Stairs, Inc. CA$22.6M · 0.58%
The Binding Site, Inc. CA$22.6M · 0.05%
Dap Health CA$22.5M · 0.67%
Direct Relief CA$22.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942823240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.