Retirement plan

CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN

Name: CVPATH INSTITUTE, INC. - CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN (2025) Form 5500
Creator: CVPATH INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN, CVPATH INSTITUTE, INC.

CVPATH INSTITUTE, INC.EIN 20-4903376Plan #002PY 2025

19 FIRSTFIELD RD - GAITHERSBURG, MD 208781791301-208-3570cvpath.orgLinkedIn11-50 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.4M

+17.2% from 2024

Total participants

-12.6% from 2024

Average account balance

$159,273

+30.8% from 2024

Annual return

14.53%

+2.00 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$159K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

190.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$636K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5106

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2L2M

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$398K

$9714 / participant

Other / not subdivided$398K100.0%

% of EOY assets

3.206%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,273

$106,749+49.2%

$145,433+9.5%

$82,448+93.2%

Participation rate

87.8%

75.6%+12.2pp

82.1%+5.7pp

68.1%+19.7pp

Annual return

14.53%

27.59%-13.1pp

66.58%-52.0pp

41.64%-27.1pp

Employer contribution / active EE

$6,999

$3,444+103.2%

$4,554+53.7%

$2,551+174.4%

Participant deferral / active EE

$8,523

$6,519+30.7%

$7,897+7.9%

$4,139+105.9%

Admin fee / account holder

$5,106

$8,390-39.1%

$13,129-61.1%

$7,234-29.4%

CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion