Plan Ledger DOL Form 5500 · updated monthly

Bakotic Pathology Associates, LLC401(k)

BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.76%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bakotic Pathology Associates, LLC reported $78,148 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,583 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.65% to 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,169th of 2,160), and the 5,385th of 11,911 in health care & social assistance. In 2024, employees put in $3.91 for every $1.00 the employer contributed; active participation has shrunk from 233 to 205 since 2022.

Plan summary
Net assets, end of year$11,175,724
Participants with balances219
Active participants205
Employer contributions$324,449
Employee contributions$1,269,352
Employer contribution per active participant$1,583
Average account balance$51,031
Benefits paid to participants$1,077,597
Plan auditUnmodified (clean) audit opinion
AuditorHARDING SHYMANSKI & CO., PSC
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 219 accts · $324K emplr
2023$9.5M · 228 accts · $320K emplr
2022$7.8M · 332 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,629
Trustee / custodial$69,519
Total administrative$78,148
The Bakotic Pathology Associates, LLC 401(k) match · 2024
Employer contribution per active participant$1,583
Median for plans this size$2,416
2024$1,583 per active participant
2023$1,497 per active participant
2022$1,396 per active participant

Bakotic Pathology Associates, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$8,920
RENASANT BANK · Trustee · Investment advisory (plan)$69,519

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,148 · 0.76%
2023$68,985 · 0.80%
2022$53,111 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Careconnect Health, Inc GA$12.0M · 0.79%
Columbus Hospice, Inc. GA$11.6M · 0.03%
Crh Healthcare, LLC GA$11.5M · 0.20%
Effingham Hospital, Inc. GA$11.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331168930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.