Plan Snapshot
- Plan Sponsor: Southeastern Pathology Associates P.C.
- Sponsor EIN: 582325457
- Sponsor Address: 5301 VIRGINIA WAY, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $23.8M | $511,547 | $977,073 |
| 2023 | 127 | $20.2M | $453,158 | $990,222 |
| 2022 | 138 | $16.7M | $690,997 | $1.1M |
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 |
|---|---|---|---|---|
| CROWE 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 | $3,724 | — | — | — | — |
| 2023 | $2,607 | — | — | — | — |
| 2022 | — | — | — | — | — |