Retirement plan

PATHBUILDERS 401(K) PLAN

Name: PATHBUILDERS, INC. - PATHBUILDERS 401(K) PLAN (2025) Form 5500
Creator: PATHBUILDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATHBUILDERS 401(K) PLAN, PATHBUILDERS, INC.

PATHBUILDERS, INC.EIN 58-2161567Plan #001PY 2025

900 ASHWOOD PARKWAY, SUITE 100 - ATLANTA, GA 30338770-809-6360pathbuilders.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+23.0% from 2024

Total participants

+16.7% from 2024

Average account balance

$129,155

+4.0% from 2024

Annual return

15.75%

+1.96 pp from 2024

Benchmarks

See 9,721 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,721 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

260.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2659

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 codes2F2J2T3D

Plan features

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$35K

$6914 / participant

Other / not subdivided$35K100.0%

% of EOY assets

2.059%

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

$129,155

$108,882+18.6%

$96,754+33.5%

$154,746-16.5%

Participation rate

80.0%

75.1%+4.9pp

70.3%+9.7pp

80.7%-0.7pp

Annual return

15.75%

98.39%-82.6pp

82.04%-66.3pp

172.34%-156.6pp

Employer contribution / active EE

$20,293

$3,018+572.4%

$2,679+657.4%

$4,379+363.4%

Participant deferral / active EE

$6,287

$5,323+18.1%

$4,758+32.1%

$6,730-6.6%

Admin fee / account holder

$2,659

$10,200-73.9%

$8,905-70.1%

$14,365-81.5%

PATHBUILDERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATHBUILDERS 401(K) 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