Plan Snapshot
- Plan Sponsor: Pathology Associates
- Sponsor EIN: 770113417
- Sponsor Address: 305 PARK CREEK DRIVE, CLOVIS, CA, 93611
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 103 | $22.1M | $1.1M | $674,285 |
| 2023 | 101 | $21.1M | $1.0M | $733,055 |
| 2022 | 94 | $20.1M | $873,045 | $624,631 |
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 |
|---|---|---|---|---|
| BAERG & ASSOCIATES, CPAS, LLP | Auditor | — | — | $0 |
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 | $55,756 | $34,814 | — | — | — |
| 2023 | $55,837 | $34,838 | — | — | — |
| 2022 | $68,321 | $38,120 | — | — | — |