Retirement plan

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

Name: INTERPATH LABORATORY, INC. - INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: INTERPATH LABORATORY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST, INTERPATH LABORATORY, INC.

INTERPATH LABORATORY, INC.EIN 93-0587431Plan #001PY 2024

PO BOX 1517, 2460 SW PERKINS AVE. - PENDLETON, OR 97801541-278-4741interpathlab.comLinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 26, 1991

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$19.8M

+5.7% from 2023

Total participants

610

+3.2% from 2023

Average account balance

$33,593

+3.6% from 2023

Annual return

13.58%

-3.88 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.75M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

588

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
PREMIER RETIREMENT SERVICES, INC.2 years Service code 13 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013	Contract Administrator	$18,245
TPG FINANCIAL ADVISORS, LLC7 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223	Advisory (Plan)	$16,939
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$16,407
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$14,266

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60K

$122 / participant

Recordkeeping$31K52.6%
Investment mgmt$28K47.4%

% of EOY assets

0.303%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JONES & ROTH
Auditor EIN: 930819646
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,593

$50,919-34.0%

$155,556-78.4%

$77,762-56.8%

Participation rate

95.5%

63.1%+32.4pp

78.2%+17.3pp

70.6%+24.9pp

Annual return

13.58%

34.84%-21.3pp

64.84%-51.3pp

31.27%-17.7pp

Employer contribution / active EE

$1,024

$1,991-48.6%

$4,675-78.1%

$2,728-62.5%

Participant deferral / active EE

$2,974

$2,824+5.3%

$5,631-47.2%

$4,651-36.0%

Admin fee / account holder

$102

$437-76.7%

$15,885-99.4%

$433-76.5%

Provider

Service type

Compensation

PREMIER RETIREMENT SERVICES, INC.2 years

Service code 13 · EIN 93-1327877

1109 SW 1ST AVENUE · CANBY, OR 97013

Contract Administrator

$18,245

TPG FINANCIAL ADVISORS, LLC7 years

Filed as: TPG FINANCIAL ADVISORS LLC

Service code 27 · EIN 20-5282002

11850 SW 67TH AVE · PORTLAND, OR 97223

Advisory (Plan)

$16,939

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$16,407

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$14,266

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

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