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Original filing (PDF)20251010100607NAL0007485473001
PATHOLOGY LABORATORY ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
PATHOLOGY LABORATORY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
187
Plan assets (EOY)
$57.6M
Net assets (EOY)
$57.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATHOLOGY LABORATORY ASSOCIATES, INC..
Plan sponsor
Name
PATHOLOGY LABORATORY ASSOCIATES, INC.
EIN
73-1085650
Address
4142 SOUTH MINGO ROAD · TULSA, OK · 741463632
Phone
(918) 744-2553
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PATHOLOGY LABORATORY ASSOCIATES, INC.
EIN
73-1085650
City
TULSA, OK
Phone
(918) 744-2553
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MORSE & CO., PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | TULSA, OK | TRUSTEE | $615 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UPAL | 73-1255640 | TULSA, OK | PLAN ADMINISTRATION | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUSTANG TITLE COMPANY | — | TULSA, OK | TITLE COMPANY | $70K | — |
Investments
11 direct securities · 16 pooled funds· $72.4M(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.
Common Collective Trust
$53.3M
16 holdings
Uncategorized
$19.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Issuer Description Cost Current Value * BOKFS Self Common Collective Trusts N/A | — | — | — | $10.5M | 18.2% | |
| UPAL MODERATE ALLOCATION BOKF, NA · EIN 73-6342202 / PN 000 | Common Collective Trust | — | — | $8.5M | 14.8% | |
| UPAL MODERATE ALLOCATION BOKF, NA · EIN 73-6342219 / PN 000 | Common Collective Trust | — | — | $8.5M | 14.8% | |
| MANAGED ALLOCATION PORTFOLIO POOLED BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $6.3M | 10.9% | |
| UPAL POOLED MONEY MARKET FUND BOKF, NA · EIN 73-6342208 / PN 000 | Common Collective Trust | — | — | $5.5M | 9.6% | |
| UPAL POOL S&P 500 INDEXED EQUITY BOKF, NA · EIN 73-6342204 / PN 000 | Common Collective Trust | — | — | $4.0M | 7.0% | |
| UPAL CONSERVATIVE MANAGED ALLOCATIO BOKF, NA · EIN 73-6342211 / PN 000 | Common Collective Trust | — | — | $3.5M | 6.1% | |
| BOKF Retirement 2030 Common Collective Trusts N/A | — | — | — | $2.6M | 4.5% | |
| Self-Directed Option Common Collective Trusts N/A | — | — | — | $2.3M | 3.9% | |
| UPAL POOLED LARGE CAP GROWTH FUND BOKF, NA · EIN 73-6342202 / PN 000 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| UPAL POOLED SHORT-TERM INCOME FUND BOKF, NA · EIN 73-6342209 / PN 000 | Common Collective Trust | — | — | $2.2M | 3.8% | |
| BOKF Retirement 2040 Common Collective Trusts N/A | — | — | — | $2.0M | 3.5% | |
| UPAL POOLED INTERNATIONAL EQUITY FU BOKF, NA · EIN 73-6342204 / PN 000 | Common Collective Trust | — | — | $1.9M | 3.3% | |
| UPAL POOLED LARGE CAP VALUE FUND BOKF, NA · EIN 73-6342203 / PN 000 | Common Collective Trust | — | — | $1.9M | 3.3% | |
| UPAL POOLED CORE BOND FUND BOKF, NA · EIN 73-6342207 / PN 000 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| UPAL AGGRESSIVE MANAGED ALLOCATION BOKF, NA · EIN 73-6342220 / PN 000 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| UPAL POOLED MID CAP EQUITY FUND BOKF, NA · EIN 73-6342205 / PN 000 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| BOKF Retirement 2020 Common Collective Trusts N/A | — | — | — | $1.4M | 2.4% | |
| UPAL POOLED SMALL CAP EQUITY FUND BOKF, NA · EIN 46-6652254 / PN 000 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| UPAL ULTRA CONSERVATIVE ALLOCATION BOKF, NA · EIN 73-6342210 / PN 000 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| UPAL POOLED ALTERNATIVE INVESTMENT BOKF, NA · EIN 20-5055057 / PN 000 | Common Collective Trust | — | — | $808K | 1.4% | |
| BOKF Retirement 2050 Common Collective Trusts N/A | — | — | — | $121K | 0.2% | |
| BOKF Retirement 2060 Common Collective Trusts N/A | — | — | — | $115K | 0.2% | |
| Notes receivable from participants | — | — | — | $80K | 0.1% | |
| BOKF Retirement 2070 Common Collective Trusts N/A | — | — | — | $12K | <0.1% | |
| BOKF Retirement Cons Common Collective Trusts N/A | — | — | — | $11K | <0.1% | |
| BOKF Retirement Income Common Collective Trusts N/A | — | — | — | $6K | <0.1% |
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