Plan Snapshot
- Plan Sponsor: Primex Clinical Laboratories
- Sponsor EIN: 954574505
- Sponsor Address: 16742 STAGG STREET, VAN NUYS, CA, 91406
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 98 | $4.6M | $0 | $259,123 |
| 2023 | 157 | $4.9M | $0 | $329,935 |
| 2022 | 150 | $5.0M | $0 | $305,032 |
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 |
|---|---|---|---|---|
| JONES & MALHOTRA | 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 | $4,329 | — | $4,329 | — | — |
| 2023 | $3,498 | — | $3,498 | — | — |
| 2022 | $2,462 | — | $2,462 | — | — |