Original filing (PDF)20251001142421NAL0021121058001

THE DELTA PATHOLOGY GROUP, LLC

Name: THE DELTA PATHOLOGY GROUP, LLC — THE DELTA PATHOLOGY GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE DELTA PATHOLOGY GROUP, LLC

Form 5500

FILING_RECEIVED

THE DELTA PATHOLOGY GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

274

Accounts w/ balance

386

Plan assets (EOY)

$65.7M

Net assets (EOY)

$65.7M

How this plan invests

This plan

23 pooled trusts

Schedule D

51 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DELTA PATHOLOGY GROUP, LLC.

Plan sponsor

Name

THE DELTA PATHOLOGY GROUP, LLC

EIN

72-0933293

Address

1000 E. PRESTON AVENUE · SHREVEPORT, LA · 71134

Phone

(318) 671-5923

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HEARD, MCELROY, AND VESTAL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	39-0989781	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES AND CO	43-0345811	—	INVESTMENT ADVISORY-PLAN	$51K	—
MESIROW FINANCIAL, INC.	36-3194849	—	INVESTMENT ADVISORY-PLAN	$10K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782	—	SECURITIES BROKERAGE	$63	—

Investments

28 direct securities · 23 pooled funds· $131.0M(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

$79.0M

28 holdings

Pooled Separate Account

$52.0M

23 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Charles Schwab Instl Personal Choice Retment Account	—	—	—	$10.6M	16.1%
Charles Schwab Self-Directed Brokerage Accounts	—	—	—	$10.4M	15.9%
Transamerica RetireOnTrk 2030 Pooled Separate Account	—	—	—	$7.3M	11.1%
TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691	Pooled Separate Account	—	—	$7.3M	11.1%
TA Vanguard Total Stock Market Index Pooled Separate Account	—	—	—	$6.6M	10.1%
TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114	Pooled Separate Account	—	—	$6.6M	10.1%
Transamerica RetireOnTrk 2035 Pooled Separate Account	—	—	—	$6.1M	9.3%
TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692	Pooled Separate Account	—	—	$6.1M	9.3%
Transamerica Life Ins Co Transamerica OT 2040 Amer Fd	—	—	—	$4.5M	6.8%
TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693	Pooled Separate Account	—	—	$4.5M	6.8%
Transamerica RetireOnTrk 2045 Pooled Separate Account	—	—	—	$4.0M	6.1%
TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694	Pooled Separate Account	—	—	$4.0M	6.1%
Transamerica Life Ins Co Transamerica OT 2025 Amer Fd	—	—	—	$3.6M	5.4%
TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690	Pooled Separate Account	—	—	$3.6M	5.4%
State Street Russell Large Cap Growth Index Pooled Separate Account	—	—	—	$2.9M	4.5%
STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122	Pooled Separate Account	—	—	$2.9M	4.5%
General Account Fixed Account	—	—	—	$2.9M	4.4%
Transamerica Life Ins. Co. Transamerica Stable Val Beacon ion	—	—	—	$2.9M	4.4%
State Street U.S. Bond Index Pooled Separate Account	—	—	—	$2.5M	3.8%
STATE STREET U.S. BD IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037	Pooled Separate Account	—	—	$2.5M	3.8%
Transamerica Life Ins Co Transamerica OT 2050 Amer Fd	—	—	—	$2.3M	3.5%
TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695	Pooled Separate Account	—	—	$2.3M	3.5%
Transamerica Life Ins Co Transamerica OT 2020 Amer Fd	—	—	—	$2.3M	3.5%
TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689	Pooled Separate Account	—	—	$2.3M	3.5%
State Street S&P Mid Cap Index Pooled Separate Account	—	—	—	$1.8M	2.7%
STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036	Pooled Separate Account	—	—	$1.8M	2.7%
State Street Russell Small Cap Index Pooled Separate Account	—	—	—	$1.7M	2.6%
STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033	Pooled Separate Account	—	—	$1.7M	2.6%
State Street International Index Pooled Separate Account	—	—	—	$1.3M	2.0%
STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035	Pooled Separate Account	—	—	$1.3M	2.0%
Transamerica RetireOnTrk 2055 Pooled Separate Account	—	—	—	$1.0M	1.6%
TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696	Pooled Separate Account	—	—	$1.0M	1.6%
Transamerica Life Ins Co TA Vanguard REIT Index Ret Opt	—	—	—	$946K	1.4%
TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099	Pooled Separate Account	—	—	$946K	1.4%
Transamerica Life Ins Co State Street Russell Sm cp Val Idx	—	—	—	$798K	1.2%
STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046	Pooled Separate Account	—	—	$798K	1.2%
State Street Russell Large Cap Value Index Pooled Separate Account	—	—	—	$757K	1.2%
STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120	Pooled Separate Account	—	—	$757K	1.2%
State Street Emerging Markets Pooled Separate Account	—	—	—	$618K	0.9%
STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117	Pooled Separate Account	—	—	$618K	0.9%
Transamerica Life Ins Co Transamerica OT 2015 Amer Fd	—	—	—	$483K	0.7%
TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688	Pooled Separate Account	—	—	$483K	0.7%
Transamerica Life Ins Co Transamerica OT 2060 Amer Fd	—	—	—	$238K	0.4%
TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821	Pooled Separate Account	—	—	$238K	0.4%
Related borrower, lessor maturity date, rate of interest, Current Parties or similar party collateral, par, or maturity date Cost Value * Insured Deposit Account Self-Directed Brokerage Accounts	—	—	—	$148K	0.2%
TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444	Pooled Separate Account	—	—	$77K	0.1%
Transamerica RetireOnTrk 2065 Pooled Separate Account	—	—	—	$76K	0.1%
Transamerica RetireOnTrk 2010 Pooled Separate Account	—	—	—	$60K	<0.1%
TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687	Pooled Separate Account	—	—	$60K	<0.1%
State Street Partner Series Pooled Separate Account	—	—	—	$28K	<0.1%
TA VANGUARD LIFESTRATEGY CNSV GR TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 501	Pooled Separate Account	—	—	$28K	<0.1%