Plan Snapshot
- Plan Sponsor: Interpath Laboratory, INC.
- Sponsor EIN: 930587431
- Sponsor Address: PO BOX 1517, PENDLETON, OR, 97801
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 491 | $19.8M | $502,816 | $1.5M |
| 2023 | 472 | $18.7M | $575,704 | $1.4M |
| 2022 | 510 | $16.4M | $660,566 | $1.4M |
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 |
|---|---|---|---|---|
| PREMIER RETIREMENT SERVICES, INC. | THIRD-PARTY ADMINISTRATOR | $18,245 | — | $18,245 |
| TPG FINANCIAL ADVISORS LLC | INVESTMENT ADVISOR | $16,939 | — | $16,939 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $16,407 | — | $16,407 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $14,266 | — | $14,266 |
| JONES & ROTH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,857
- Estimated Expense Ratio: 0.333% 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 | $59,926 | $28,428 | — | — | — |
| 2023 | $40,406 | $27,517 | — | — | — |
| 2022 | $23,002 | $23,002 | — | — | — |