Peter Troxel signed Pathology Laboratory Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathology Laboratory Associates, Inc.'s EIN is 73-1085650.
Download the official 2024 Form 5500 (PDF) for Pathology Laboratory Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathology Laboratory Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Issuer Description Cost Current Value * BOKFS Self Common Collective Trusts N/A | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $2.6M | 4.5% | |
| Self-Directed Option Common Collective Trusts N/A | Self-Directed Brokerage | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $121K | 0.2% | |
| BOKF Retirement 2060 Common Collective Trusts N/A | Common Collective Trusts | — | — | $115K | 0.2% | |
| Notes receivable from participants | Other securities | — | — | $80K | 0.1% | |
| BOKF Retirement 2070 Common Collective Trusts N/A | Common Collective Trusts | — | — | $12K | <0.1% | |
| BOKF Retirement Cons Common Collective Trusts N/A | Common Collective Trusts | — | — | $11K | <0.1% | |
| BOKF Retirement Income Common Collective Trusts N/A | Common Collective Trusts | — | — | $6K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUSTANG TITLE COMPANY | — | TULSA, OK | TITLE COMPANY | $70K | — |
