Career Path Services 403(b) match, vesting and fees
What Career Path Services' 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 | Empower Advisory Group, LLC | Schedule C ↗ |
| Independent auditor | Anastasi Moore Martin PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Career Path Services: employer contribution per participant | $4,252 | |
| Peer median | $1,495 |
| Career Path Services: average balance | $41,758 | |
| Peer median | $34,563 |
| Career Path Services: admin expenses ÷ assets | 0.86% | |
| Peer median | 0.51% |
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 $5.2M at the end of plan year 2021 to $8.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 211 | $8.8M | $897K | $4,252 | 0.86% | Not published | Form 5500 ↗ |
| 2023 | 205 | $7M | $697K | $3,401 | 0.86% | Not published | Form 5500 ↗ |
| 2022 | 182 | $5.8M | $630K | $3,483 | 0.88% | Not published | Form 5500 ↗ |
| 2021 | 162 | $5.2M | $586K | $3,615 | 1.05% | Not published | Form 5500 ↗ |
Common questions
Does Career Path Services match 401(k) contributions?
The match terms for the Career Path Services 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $897K in employer contributions, about $4,252 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Career Path Services 401(k) match vested?
The vesting schedule for the Career Path Services 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Career Path Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Advisory Group, LLC. The plan administrator is Career Path Services.
I left Career Path Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Career Path Services, (509) 323-1233) or the recordkeeper, Empower Advisory Group, LLC. The Career Path Services old 401(k) page lists the contacts from every plan filing. Find an old Career Path Services 401(k)
Data from the public Form 5500 annual reports Career Path Services 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 Career Path Services. Not financial advice. Report a correction · Methodology