Action Pathways 403(b) match, vesting and fees
What Action Pathways' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Mp Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Action Pathways: employer contribution per participant | $861 | |
| Peer median | $1,468 |
| Action Pathways: average balance | $26,887 | |
| Peer median | $37,786 |
| Action Pathways: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.3M at the end of plan year 2021 to $3.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 166 | $3.3M | $107K | $861 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 159 | $3M | $95K | $742 | 0.13% | Not published | 5500-SF ↗ |
| 2022 | 147 | $2.7M | $93K | $980 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 175 | $3.3M | $87K | $859 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Action Pathways match 401(k) contributions?
The match terms for the The Retirement Plan for Action Pathways, Inc. have not been published from its filing yet. The plan year 2024 filing reports $107K in employer contributions, about $861 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Action Pathways 401(k) match vested?
The vesting schedule for the The Retirement Plan for Action Pathways, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Action Pathways 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Action Pathways, Inc..
I left Action Pathways. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Action Pathways, Inc., (919) 485-6131) or the recordkeeper, Principal Life Insurance Company. The Action Pathways old 401(k) page lists the contacts from every plan filing. Find an old Action Pathways 401(k)
Data from the public Form 5500 annual reports Action Pathways filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Action Pathways. Not financial advice. Report a correction · Methodology