Plan Ledger DOL Form 5500 · updated monthly

Clinical Pathology Associates401(k)

CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Clinical Pathology Associates reported $130,591 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $20,010 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 4 years on file its reported administrative ratio rose from 0.03% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 806th-largest of 5,688 plans among Texas employers on file, and the 1,383rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.82 for every $1.00 employees contributed themselves; active participation has grown from 111 to 125 since 2020.

Plan summary
Net assets, end of year$73,974,883
Participants with balances171
Active participants125
Employer contributions$2,501,303
Employee contributions$1,375,793
Employer contribution per active participant$20,010
Average account balance$432,602
Benefits paid to participants$10,220,197
Plan auditUnmodified (clean) audit opinion
AuditorCHERRY BEKAERT LLP CPA
Plan history4
Yearassets · accounts · employer contribution
2024$74.0M · 171 accts · $2.5M emplr
2023$70.5M · 163 accts · $2.7M emplr
2022$61.7M · 149 accts · $2.4M emplr
2020$56.5M · 140 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,848
Trustee / custodial$62,743
Total administrative$130,591
The Clinical Pathology Associates 401(k) match · 2024
Employer contribution per active participant$20,010
Median for plans this size$3,635
2024$20,010 per active participant
2023$24,143 per active participant
2022$21,077 per active participant
2020$20,499 per active participant

Clinical Pathology Associates's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
JULY BUSINESS SERVICES · Contract administrator · Recordkeeping$67,848
MID ATLANTIC TRUST COMPANY · Custodial · Custodial (securities)$21,577

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

Recordkeeper by year2
2024July Business Services
2023July Business Services

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

Administrative cost history4
2024$130,591 · 0.18%
2023$52,329 · 0.08%
2022$33,994 · 0.05%
2020$17,539 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lifespace Communities, Inc. TX$76.7M · 0.34%
Emerus Holdings, Inc. TX$74.5M · 0.35%
Adc Physicians, P.A. TX$71.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741619182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.