Plan Snapshot
- Plan Sponsor: Pathology Laboratory Associates, INC.
- Sponsor EIN: 731085650
- Sponsor Address: 4142 SOUTH MINGO ROAD, TULSA, OK, 741463632
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $57.6M
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 | 138 | $57.6M | $1.3M | $836,669 |
| 2023 | 138 | $52.3M | $1.3M | $744,930 |
| 2022 | 124 | $46.1M | $1.1M | $533,419 |
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 |
|---|---|---|---|---|
| MORSE & CO., PLLC | 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 | $124,061 | — | — | — | — |
| 2023 | $49,038 | — | — | — | — |
| 2022 | $2,017,499 | — | $60,592 | — | — |