Plan Snapshot
- Plan Sponsor: Strata Pathology Services, INC.
- Sponsor EIN: 202879668
- Sponsor Address: ONE CRANBERRY HILL, LEXINGTON, MA, 02421
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $9.2M | $191,425 | $659,624 |
| 2023 | 85 | $7.8M | $129,107 | $487,047 |
| 2022 | 81 | $6.3M | $208,307 | $431,700 |
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 |
|---|---|---|---|---|
| KELLY, VITALE, RAFFOL, LLC | 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 | $59,141 | — | — | — | — |
| 2023 | $44,289 | — | — | — | — |
| 2022 | $24,796 | — | — | — | — |