Plan Snapshot
- Plan Sponsor: Mawd Pathology Group, P.A.
- Sponsor EIN: 430922750
- Sponsor Address: 9705 LENEXA DRIVE, LENEXA, KS, 66215
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $38.1M
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 | 337 | $38.1M | $898,848 | $2.0M |
| 2023 | 330 | $32.7M | $855,267 | $2.0M |
| 2022 | 301 | $26.9M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $28,587 | — | $28,587 | — | — |
| 2023 | $27,864 | — | $27,864 | — | — |
| 2022 | $22,002 | — | $22,002 | — | — |