# Carolinas Pathology Group, P.A. DC Plan
Source: https://planprovider.pro/companies/carolinas-pathology-group-p-a-plan

> Carolinas Pathology Group, P.A.'s DC plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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