How big is Bakotic Pathology Associates, LLC's plan?

Bakotic Pathology Associates, LLC's plan reported $11.2M in assets and 205 participants for 2024.

Original filing (PDF)20251006154238NAL0003968769002

Bakotic Pathology Associates, LLC

Name: Bakotic Pathology Associates, LLC — Bakotic Patholog, Form 5500 (2024)
Creator: Bakotic Pathology Associates, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bakotic Pathology Associates, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Bakotic Pathology Associates, LLC's Bakotic Pathology Associates, LLC 401(k) Profit Sharing Plan and Trust held $11.2M in plan assets for 205 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Active participants

205

Accounts w/ balance

219

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Scott Bakotic signed Bakotic Pathology Associates, LLC's 2024 Form 5500 as plan administrator.

Scott Bakotic — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bakotic Pathology Associates, LLC's EIN is 33-1168930.

EIN 33-1168930

Plan number 001

Plan year 2024

ACK ID 20251006154238NAL0003968769002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bakotic Pathology Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bakotic Pathology Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKOTIC PATHOLOGY ASSOCIATES, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

BAKOTIC PATHOLOGY ASSOCIATES, LLC

EIN

all filings

Address

6240 SHILOH ROAD · ALPHARETTA, GA · 30005

Phone

(678) 965-2822

Industry

Health Care & Social Assistance

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$9K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RENASANT BANK	—	TUPELO, MS	NONE	$70K	—

Investments

31 direct securities· $11.1M(100% of reported assets)

Other securities

$9.1M

23 holdings

Common Collective Trusts

$1.9M

5 holdings

Cash / Money Market

$189K

1 holding

Mutual Funds

$6K

1 holding

Common Stocks

$6K

1 holding

					% of plan
T. Rowe Price Retirement 2030 Fund I Class Mutual Fund	Other securities	—	—	$1.4M	12.9%
T. Rowe Price Retirement 2045 Fund I Class Mutual Fund	Other securities	—	—	$1.2M	10.7%
T. Rowe Price Retirement 2035 Fund I Class Mutual Fund	Other securities	—	—	$1.2M	10.4%
T. Rowe Price Retirement 2040 Fund I Class Mutual Fund	Other securities	—	—	$1.1M	10.1%
Vanguard Large Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$949K	8.5%
T. Rowe Price Retirement 2025 Fund I Class Mutual Fund	Other securities	—	—	$829K	7.4%
T. Rowe Price Retirement 2050 Fund I Class Mutual Fund	Other securities	—	—	$712K	6.4%
JPMorgan Growth Advantage Fund Class R6 Mutual Fund	Other securities	—	—	$544K	4.9%
T. Rowe Price Retirement 2020 Fund I Class Mutual Fund	Other securities	—	—	$482K	4.3%
Vanguard Small- Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$362K	3.2%
Vanguard Mid- Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$307K	2.8%
T. Rowe Price Retirement 2060 Fund I Class Mutual Fund	Other securities	—	—	$245K	2.2%
T. Rowe Price Retirement 2015 Fund I Class Mutual Fund	Other securities	—	—	$226K	2.0%
Matthews Emerging Markets Small Companies Fund Mutual Fund	Other securities	—	—	$191K	1.7%
Federated Hermes Government Obligations Premier Money Market Fund	Cash / Money Market	—	—	$189K	1.7%
through November 2029	Other securities	—	—	$159K	1.4%
Buffalo International Mutual Fund	Other securities	—	—	$155K	1.4%
Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$153K	1.4%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$112K	1.0%
Baird Core Plus Bond Fund Class Institutional Mutual Fund	Other securities	—	—	$105K	0.9%
T. Rowe Price Retirement 2065 Fund I Class Mutual Fund	Other securities	—	—	$97K	0.9%
T. Rowe Price Retirement 2055 Fund I Class Mutual Fund	Other securities	—	—	$92K	0.8%
Value Line Mid Cap Focused Mutual Fund	Other securities	—	—	$91K	0.8%
Federated Hermes Institutional High Yield Bond Fund Mutual Fund 49 Federated Hermes Total Return Bond Fund Class R6 Mutual Fund	Other securities	—	—	$83K	0.7%
The Hartford Dividend And Growth Fund Class R6 Mutual Fund	Other securities	—	—	$73K	0.7%
American Century Small Cap Growth Fund R6 Class Mutual Fund	Other securities	—	—	$20K	0.2%
JPMorgan Hedged Equity Fund Class R6 Mutual Fund	Other securities	—	—	$18K	0.2%
Undiscovered Managers Behavioral Value Fund Class R6 Mutual Fund	Other securities	—	—	$10K	<0.1%
MFS Mid Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Federated International Small-Mid Co Mutual Fund	Common Stocks	—	—	$6K	<0.1%
Smead Value Fund Class Y Mutual Fund	Other securities	—	—	$4K	<0.1%