Back to filter
Original filing (PDF)20250617075827NAL0000721427001
STRATA PATHOLOGY SERVICES, INC.
Form 5500
FILING_RECEIVED
STRATA PATHOLOGY SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
111
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATA PATHOLOGY SERVICES, INC..
Plan sponsor
Name
STRATA PATHOLOGY SERVICES, INC.
EIN
20-2879668
Address
ONE CRANBERRY HILL · SUITE 100 · LEXINGTON, MA · 02421
Phone
(678) 208-2166
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY, VITALE, RAFFOL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RENASANT BANK | — | TUPLEO, MS | NONE | $57K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $2K | — |
Investments
32 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T . ROWE PRICE RET I 2035 | — | 65,976 | — | $1.4M | 15.1% | |
| T . ROWE PRICE RET I 2030 | — | 36,639 | — | $938K | 10.2% | |
| T . ROWE PRICE RET I 2050 | — | 48,468 | — | $917K | 10.0% | |
| JP MORGAN GROWT H ADVNT G SELECT | — | 21,131 | — | $899K | 9.8% | |
| VANGUARD LARGE CAP IDX ADM SHS | — | 4,628 | — | $630K | 6.9% | |
| T . ROWE PRICE RET I 2040 | — | 18,478 | — | $565K | 6.1% | |
| HART FORD DIVIDEND AND GRWT H FUND | — | 15,220 | — | $525K | 5.7% | |
| T . ROWE PRICE RET I 2045 | — | 22,362 | — | $498K | 5.4% | |
| T . ROWE PRICE RET I 2020 | — | 23,167 | — | $430K | 4.7% | |
| VALUE LINE MID CAP FOCUSED | — | 10,911 | — | $378K | 4.1% | |
| JPMORGAN UNDISCOVERED MANAGERS | — | 3,507 | — | $296K | 3.2% | |
| T . ROWE PRICE RET I 2025 | — | 16,485 | — | $273K | 3.0% | |
| FIRST EAGLE GLOBAL | — | 3,156 | — | $213K | 2.3% | |
| MFS MID CAP VALUE FUND | — | 6,604 | — | $210K | 2.3% | |
| JPMORGAN GLOBAL BOND OPPT YS R6 | — | 16,384 | — | $158K | 1.7% | |
| BAIRD CORE PLUS BOND FUND | — | 12,692 | — | $127K | 1.4% | |
| Federated Government Obligations Premier | — | — | — | $124K | 1.3% | |
| MAT T HEWS EMERG MKT S SM COMP | — | 5,269 | — | $121K | 1.3% | |
| BUFFALO INT ERNAT IONAL | — | 5,189 | — | $107K | 1.2% | |
| Notes receivable from participants | — | — | — | $88K | 1.0% | |
| COHEN & ST EERS REAL EST AT E SEC | — | 4,903 | — | $85K | 0.9% | |
| T . ROWE PRICE RET I 2010 | — | 4,377 | — | $66K | 0.7% | |
| VANGUARD T L ST OCK MKT IDX ADM | — | 405 | — | $57K | 0.6% | |
| SMEAD VALUE Y | — | 243 | — | $19K | 0.2% | |
| T . ROWE PRICE RET I 2055 | — | 677 | — | $13K | 0.1% | |
| T . ROWE PRICE RET I 2060 | — | 736 | — | $12K | 0.1% | |
| FEDERAT ED INT RNT L SMALL-MID CO | — | 229 | — | $9K | <0.1% | |
| T . ROWE PRICE RET I 2065 | — | 693 | — | $9K | <0.1% | |
| AB LARGE CAP GROWT H FUND CL Z | — | 70 | — | $8K | <0.1% | |
| AMERICAN CENT SML-CAP GROWT H R6 | — | 311 | — | $7K | <0.1% | |
| FEDERAT ED INST 'L HIGH YLD BOND | — | 140 | — | $1K | <0.1% | |
| VANGUARD T OT AL INT 'L ST OCK IDX | — | 7 | — | $230 | <0.1% |