Plan Ledger DOL Form 5500 · updated monthly

Interpath Laboratory, Inc.401(k)

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST · PENDLETON, OR · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Interpath Laboratory, Inc. reported $59,926 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,024 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 0.13% to 0.31%. 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 the 364th-largest of 1,021 plans among Oregon employers on file, and the 3,726th of 11,911 in health care & social assistance. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,752,941
Participants with balances588
Active participants491
Employer contributions$502,816
Employee contributions$1,460,410
Employer contribution per active participant$1,024
Average account balance$33,593
Benefits paid to participants$3,427,076
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 588 accts · $503K emplr
2023$18.7M · 576 accts · $576K emplr
2022$16.4M · 600 accts · $661K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,498
Investment management$28,428
Total administrative$59,926
The Interpath Laboratory, Inc. 401(k) match · 2024
Employer contribution per active participant$1,024
Median for plans this size$2,416
2024$1,024 per active participant
2023$1,220 per active participant
2022$1,295 per active participant

Interpath Laboratory, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
PREMIER RETIREMENT SERVICES, INC. · Contract administrator$18,245
TPG FINANCIAL ADVISORS LLC · Investment advisory (plan)$16,939
EMPOWER ADVISORY GROUP, LLC · Investment management$14,266

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

Administrative cost history3
2024$59,926 · 0.31%
2023$40,406 · 0.23%
2022$23,002 · 0.13%
Similar plansHealth Care & Social Assistance · Oregon
Adapt OR$22.8M · 0.45%
One Community Health OR$19.8M · 0.37%
Northwest Human Services OR$19.6M · 0.12%
Neighborhood Health Center OR$17.5M · 0.49%
Oregon Food Bank OR$17.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930587431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.