Plan Ledger DOL Form 5500 · updated monthly

Pathology Associates401(k)

PATHOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST · CLOVIS, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Pathology Associates reported $55,756 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $10,789 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 fell from 0.29% to 0.26%. 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 3,380th-largest of 9,483 plans among California employers on file, and the 3,428th of 11,911 in health care & social assistance. In 2024, the employer put in $1.65 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,146,812
Participants with balances123
Active participants103
Employer contributions$1,111,284
Employee contributions$674,285
Employer contribution per active participant$10,789
Average account balance$180,055
Benefits paid to participants$3,326,413
Plan auditUnmodified (clean) audit opinion
AuditorBAERG & ASSOCIATES, CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.1M · 123 accts · $1.1M emplr
2023$21.1M · 124 accts · $1.0M emplr
2022$20.1M · 126 accts · $873K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,942
Investment management$34,814
Total administrative$55,756
The Pathology Associates 401(k) match · 2024
Employer contribution per active participant$10,789
Median for plans this size$2,416
2024$10,789 per active participant
2023$10,311 per active participant
2022$9,288 per active participant

Pathology Associates's 2024 employer contribution ran above the $2,416 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
LPL FINANCIAL LLC · Investment advisory (plan)$31,076
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,942

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$55,756 · 0.26%
2023$55,837 · 0.27%
2022$68,321 · 0.29%
Similar plansHealth Care & Social Assistance · California
Direct Relief CA$22.4M · 0.10%
Camarena Health CA$22.3M · 0.45%
Mental Health Systems, Inc. CA$22.1M · 0.44%
San Diego Family Care CA$22.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770113417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.