Retirement plan

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION)

Name: EXPERIMENTAL PATHOLOGY LABORATORIES, INC - EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION) (2024) Form 5500
Creator: EXPERIMENTAL PATHOLOGY LABORATORIES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION), EXPERIMENTAL PATHOLOGY LABORATORIES, INC

EXPERIMENTAL PATHOLOGY LABORATORIES, INCEIN 54-0891017Plan #001PY 2024

P.O. BOX 169 - STERLING, VA 201670169703-471-7060LinkedIn1-10 employeesresearch

Other plans on this EIN

1 filing

#002Retirement-$27.8M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$18.5M

+19.5% from 2023

Total participants

156

+4.7% from 2023

Average account balance

$128,270

+15.3% from 2023

Annual return

15.27%

+3.93 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.47M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$128K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

144

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$40

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290	Contract Administrator	$5,616
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1454524 11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210	Advisory (Plan)	$0
WILSHIRE ASSOCIATES INCORPORATED2 years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 210 SIXTH AVE, SUITE 3720 · PITTSBURGH, PA 15222	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$6K

$43 / participant

Investment mgmt$6K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: THOMPSON GREENSPON
Auditor EIN: 541029635
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,270

$55,446+131.3%

$155,574-17.6%

$74,429+72.3%

Participation rate

91.0%

61.9%+29.1pp

78.2%+12.8pp

67.2%+23.8pp

Annual return

15.27%

269.20%-253.9pp

64.87%-49.6pp

1368.38%-1353.1pp

Employer contribution / active EE

$2,266-100.0%

$4,676-100.0%

$2,625-100.0%

Participant deferral / active EE

$8,342

$2,836+194.2%

$5,629+48.2%

$4,348+91.8%

Admin fee / account holder

$40

$1,743-97.7%

$15,914-99.8%

$1,944-98.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY9+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$5,616

SAGEPOINT FINANCIAL INC3 years

Filed as: RESOURCE INVESTMENT ADVISORS

Service code 27 · EIN 43-1454524

11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210

Advisory (Plan)

WILSHIRE ASSOCIATES INCORPORATED2 years

Filed as: WILSHIRE ADVISORS LLC

Service code 27 · EIN 95-2755361

210 SIXTH AVE, SUITE 3720 · PITTSBURGH, PA 15222

Advisory (Plan)

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion