Plan Snapshot
- Plan Sponsor: Clinical Pathology Associates
- Sponsor EIN: 741619182
- Sponsor Address: 3445 EXECUTIVE CENTER DRIVE, AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $74.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 125 | $74.0M | $2.5M | $1.4M |
| 2023 | 110 | $70.5M | $2.7M | $1.5M |
| 2022 | 116 | $61.7M | $2.4M | $1.3M |
| 2020 | 111 | $56.5M | $0 | $0 |
| 2019 | 108 | $43.9M | $2.0M | $1.0M |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES | Recordkeeper | $67,848 | — | $67,848 |
| MID ATLANTIC TRUST COMPANY | Other Service Provider | $21,577 | — | $21,577 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,425
- Estimated Expense Ratio: 0.121% of plan assets
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 | $130,591 | — | $5,198 | — | — |
| 2023 | $52,329 | — | $32,487 | — | — |
| 2022 | $33,994 | — | $33,994 | — | — |
| 2020 | $17,539 | — | — | — | — |
| 2019 | — | — | — | — | — |