Retirement plan

COMMUNITY PATHOLOGISTS' LABORATORY, P.C. 401(K) PLAN

Name: COMMUNITY PATHOLOGISTS' LABORATORY, P.C. - COMMUNITY PATHOLOGISTS' LABORATORY, P.C. 401(K) PLAN (2025) Form 5500
Creator: COMMUNITY PATHOLOGISTS' LABORATORY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY PATHOLOGISTS' LABORATORY, P.C. 401(K) PLAN, COMMUNITY PATHOLOGISTS' LABORATORY, P.C.

COMMUNITY PATHOLOGISTS' LABORATORY, P.C.EIN 83-2071410Plan #001PY 2025

1409 W BADDOUR PKWY, SUITE E - LEBANON, TN 37087615-574-6540

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

+22.2% from 2024

Total participants

+12.5% from 2024

Average account balance

$99,589

+11.1% from 2024

Annual return

16.44%

-8.58 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.38M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$237K

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

+16.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$756

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 codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$33K

$1148 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.759%

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

$99,589

$78,690+26.6%

$161,489-38.3%

$87,485+13.8%

Participation rate

96.6%

67.5%+29.1pp

78.7%+17.9pp

68.9%+27.6pp

Annual return

16.44%

32.74%-16.3pp

89.72%-73.3pp

26.06%-9.6pp

Employer contribution / active EE

$2,266

$2,588-12.5%

$4,268-46.9%

$2,596-12.7%

Participant deferral / active EE

$5,893

$3,311+78.0%

$5,630+4.7%

$4,274+37.9%

Admin fee / account holder

$756

$6,724-88.8%

$16,006-95.3%

$7,775-90.3%

COMMUNITY PATHOLOGISTS' LABORATORY, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY PATHOLOGISTS' LABORATORY, P.C. 401(K) 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