Plan Snapshot
- Plan Sponsor: Summit Pathology
- Sponsor EIN: 846115741
- Sponsor Address: 5802 WRIGHT DR., LOVELAND, CO, 80538
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $15.0M
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 | 122 | $15.0M | $712,182 | $709,235 |
| 2023 | 111 | $11.8M | $722,131 | $717,538 |
| 2022 | 99 | $9.2M | $455,227 | $545,348 |
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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $1,095 | — | $1,095 | — | — |
| 2023 | $1,800 | — | $1,800 | — | — |
| 2022 | $2,310 | — | $2,310 | — | — |