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Original filing (PDF)20251007170527NAL0005095441001
PATHOLOGY ASSOCIATES
Form 5500
FILING_RECEIVED
PATHOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
103
Accounts w/ balance
123
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
33 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 PATHOLOGY ASSOCIATES.
Plan sponsor
Name
PATHOLOGY ASSOCIATES
EIN
77-0113417
Address
305 PARK CREEK DRIVE · CLOVIS, CA · 93611
Phone
(559) 326-2800
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAERG & ASSOCIATES, CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $31K | — |
Investments
33 direct securities· $21.5M(97% of reported assets)
Uncategorized
$21.5M
32 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| interest as of December 31, 2024 | — | — | — | $3.1M | 13.9% | |
| American Funds The Growth Fund of America Class R6 | — | — | — | $3.1M | 13.9% | |
| MONEY MARKET FUND Vanguard Cash Reserves Federal Money Market FA | — | — | — | $3.0M | 13.6% | |
| Fidelity FID Total Market Index Fund | — | — | — | $2.6M | 11.5% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $1.8M | 7.9% | |
| Fidelity FID 500 Index Fund | — | — | — | $1.6M | 7.4% | |
| American Funds The Bond Fund of America Class R6 | — | — | — | $1.5M | 6.7% | |
| Fidelity FID Total International Index Fund | — | — | — | $819K | 3.7% | |
| Fidelity FID Inflation-Protected Bond Index Fund | — | — | — | $511K | 2.3% | |
| maturing January 2025 through April 2042 | — | — | — | $348K | 1.6% | |
| Fidelity FID Freedom Index 2025 Fund - Investor Class | — | — | — | $348K | 1.6% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $296K | 1.3% | |
| New York Life Insurance MacKay Convertible Class I | — | — | — | $231K | 1.0% | |
| Invesco Oppenheimer Developing Markets Fund Class R6 | — | — | — | $226K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $219K | 1.0% | |
| Fidelity FID Freedom Index 2060 Fund - Investor Class | — | — | — | $211K | 1.0% | |
| Fidelity FID Small Cap Index Fund | — | — | — | $201K | 0.9% | |
| Fidelity FID Freedom Index 2020 Fund - Investor Class | — | — | — | $192K | 0.9% | |
| Fidelity FID Freedom Index Income Fund - Investor Class | — | — | — | $166K | 0.7% | |
| Fidelity FID Freedom Index 2065 Fund - Investor Class | — | — | — | $148K | 0.7% | |
| Fidelity FID Freedom Index 2050 Fund - Investor Class | — | — | — | $125K | 0.6% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $122K | 0.6% | |
| Vanguard Materials Index Fund Admiral Shares ** 961 Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $122K | 0.6% | |
| Fidelity FID Mid Cap Index Fund | — | — | — | $105K | 0.5% | |
| Fidelity FID Real Estate Index Fund | — | — | — | $93K | 0.4% | |
| Fidelity FID Freedom Index 2055 Fund - Investor Class | — | — | — | $91K | 0.4% | |
| Fidelity FID Freedom Index 2040 Fund - Investor Class | — | — | — | $90K | 0.4% | |
| Fidelity FID Freedom Index 2035 Fund - Investor Class | — | — | — | $83K | 0.4% | |
| Fidelity FID Freedom Index 2030 Fund - Investor Class | — | — | — | $83K | 0.4% | |
| Vanguard Health Care Fund Admiral Shares | — | — | — | $57K | 0.3% | |
| Fidelity FID Freedom Index 2045 Fund - Investor Class | — | — | — | $18K | <0.1% | |
| S American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
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