Retirement plan

LUCENT PATHOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Name: LUCENT PATHOLOGY PARTNERS, INC. - LUCENT PATHOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: LUCENT PATHOLOGY PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUCENT PATHOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN, LUCENT PATHOLOGY PARTNERS, INC.

LUCENT PATHOLOGY PARTNERS, INC.EIN 68-0125602Plan #003PY 2021

6501 COYLE AVENUE - CARMICHAEL, CA 95608916-537-5336LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+22.9% from 2020

Total participants

+6.3% from 2020

Average account balance

$204,828

+40.5% from 2020

Annual return

16.19%

+2.14 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.57M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$320K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16762

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$152K

$8932 / participant

Other / not subdivided$152K100.0%

% of EOY assets

5.295%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$204,828

$217,432-5.8%

$185,851+10.2%

$167,553+22.2%

Participation rate

82.4%

86.1%-3.7pp

81.7%+0.6pp

82.1%+0.2pp

Annual return

16.19%

148.43%-132.2pp

122.11%-105.9pp

478.89%-462.7pp

Employer contribution / active EE

$9,691

$5,874+65.0%

$5,168+87.5%

$4,840+100.2%

Participant deferral / active EE

$7,781

$6,357+22.4%

$5,569+39.7%

$6,343+22.7%

Admin fee / account holder

$10,846

$19,820-45.3%

$16,245-33.2%

$12,316-11.9%

LUCENT PATHOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUCENT PATHOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN

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