Plan Snapshot
- Plan Sponsor: Carolinas Pathology Group, P.A.
- Sponsor EIN: 560986500
- Sponsor Address: 8720 RED OAK BLVD, SUITE 301, CHARLOTTE, NC, 28217
- Plan Type: DC
- Total Participants: 133
- Total Assets: $49.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $49.1M | $539,973 | $1.1M |
| 2023 | 123 | $43.3M | $1.6M | $1.1M |
| 2022 | 110 | $38.5M | $1.4M | $947,689 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $193,054 | $143,017 | $26,282 | — | — |
| 2023 | $187,029 | $130,223 | $40,493 | — | — |
| 2022 | $204,208 | $134,041 | $52,004 | — | — |