Plan Snapshot
- Plan Sponsor: Associated Pathologists Ii, PC
- Sponsor EIN: 270563329
- Sponsor Address: 5301 VIRGINIA WAY, BRENTWOOD, TN, 37027
- Plan Type: DC
- Total Participants: 95
- Total Assets: $63.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $63.4M | $715,801 | $1.8M |
| 2023 | 127 | $55.6M | $651,619 | $1.7M |
| 2022 | 110 | $47.2M | $1.2M | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,008 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |