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Original filing (PDF)20251015100138NAL0008971346001
ASSOCIATED PATHOLOGISTS II, PC
Form 5500
FILING_RECEIVED
ASSOCIATED PATHOLOGISTS II, PC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
95
Accounts w/ balance
133
Plan assets (EOY)
$63.4M
Net assets (EOY)
$63.4M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Vanguard Group Institutional Index Fund Inst'l" is 25% of plan.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED PATHOLOGISTS II, PC.
Plan sponsor
Name
ASSOCIATED PATHOLOGISTS II, PC
EIN
27-0563329
Address
5301 VIRGINIA WAY · SUITE 300 · BRENTWOOD, TN · 37027
Phone
(615) 221-4455
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
19 direct securities · 1 pooled fund· $63.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$55.2M
19 holdings
Common Collective Trust
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Institutional Index Fund Inst'l | — | — | — | $16.1M | 25.4% | |
| The Vanguard Group Wellington Fund Investor | — | — | — | $9.1M | 14.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.2M | 12.9% | |
| The Vanguard Group PRIMECAP Fund Investor | — | — | — | $6.3M | 9.9% | |
| The Vanguard Group Capital Opportunity Fund Investor | — | — | — | $4.8M | 7.6% | |
| The Vanguard Group Windsor II Fund Investor | — | — | — | $4.8M | 7.5% | |
| The Vanguard Group Total Bond Market Index Fund Inst'l | — | — | — | $4.3M | 6.7% | |
| The Vanguard Group Mid-Cap Index Fund Inst'l | — | — | — | $3.8M | 6.0% | |
| American Funds EuroPacific Growth Fund; Class R-6 | — | — | — | $3.7M | 5.8% | |
| PIMCO All Asset Fund Administrative Class | — | — | — | $901K | 1.4% | |
| Dodge & Cox Income Fund Class I | — | — | — | $726K | 1.1% | |
| The Vanguard Group Target Retirement 2035 Fund | — | — | — | $510K | 0.8% | |
| The Vanguard Group Small-Cap Index Fund Investor | — | — | — | $100K | 0.2% | |
| The Vanguard Group Target Retirement 2045 Fund | — | — | — | $34K | <0.1% | |
| The Vanguard Group Target Retirement Income Fund | — | — | — | $19K | <0.1% | |
| The Vanguard Group Target Retirement 2055 Fund | — | — | — | $5K | <0.1% | |
| The Vanguard Group Real Estate Index Fund Admiral | — | — | — | $4K | <0.1% | |
| The Vanguard Group Cash Reserves Federal MM Fund Admiral | — | — | — | $3K | <0.1% | |
| The Vanguard Group Target Retirement 2040 Fund | — | — | — | $1K | <0.1% | |
| The Vanguard Group Target Retirement 2020 Fund | — | — | — | $1K | <0.1% |
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