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Original filing (PDF)20251013160631NAL0000800547001
SUMMIT PATHOLOGY
Form 5500
FILING_RECEIVED
SUMMIT PATHOLOGY 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
155
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Outside Asset Partner Segregated Account Outside 0" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT PATHOLOGY.
Plan sponsor
Name
SUMMIT PATHOLOGY
EIN
84-6115741
Address
5802 WRIGHT DR. · LOVELAND, CO · 80538
Phone
(970) 212-0530
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $1K | — |
Investments
34 direct securities· $14.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Outside Asset Partner Segregated Account Outside 0 | — | — | — | $4.8M | 31.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 10.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.1M | 7.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $826K | 5.5% | |
| Janus Henderson Global Equity Income N Janus Henderson 0 467 JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $699K | 4.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $690K | 4.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $564K | 3.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $549K | 3.7% | |
| Principal High Yield Instl Principal 0 | — | — | — | $521K | 3.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $507K | 3.4% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $459K | 3.1% | |
| Dodge & Cox Income Fund I Dodge 0 | — | — | — | $215K | 1.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $204K | 1.4% | |
| T. Rowe Price Overseas Stock I T. Rowe Price 0 | — | — | — | $184K | 1.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $178K | 1.2% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $172K | 1.1% | |
| American Funds New Perspective R5 American Funds 0 | — | — | — | $168K | 1.1% | |
| MFS International Growth R6 MFS 0 | — | — | — | $155K | 1.0% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $152K | 1.0% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $148K | 1.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $138K | 0.9% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $117K | 0.8% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $110K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $85K | 0.6% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $76K | 0.5% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $57K | 0.4% | |
| BlackRock Health Sciences Opp Port Instl BlackRock 0 | — | — | — | $47K | 0.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $36K | 0.2% | |
| BlackRock Commod Strat K BlackRock 0 | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $17K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $6K | <0.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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