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Original filing (PDF)20251010144035NAL0004712051001
RADIANT LOGISTICS, INC.
Form 5500
FILING_RECEIVED
RADIANT LOGISTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
537
Accounts w/ balance
626
Plan assets (EOY)
$54.4M
Net assets (EOY)
$54.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIANT LOGISTICS, INC..
Plan sponsor
Name
RADIANT LOGISTICS, INC.
EIN
04-3625550
Address
700 S RENTON VILLAGE PLACE · 7TH FLOOR · RENTON, WA · 98057
Phone
(425) 943-4599
Industry
Transportation & Warehousingsee 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
2025-10-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISORS | 20-4284376 | — | ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $54.4M(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.
Uncategorized
$52.2M
26 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $8.2M | 15.1% | |
| Fidelity Freedom Index 2035 Mutual Fund | — | — | — | $6.7M | 12.3% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $5.9M | 10.8% | |
| Fidelity Freedom Index 2025 Mutual Fund | — | — | — | $3.3M | 6.1% | |
| Vanguard Value Index Mutual Fund | — | — | — | $2.9M | 5.3% | |
| Fidelity Freedom Index 2020 Mutual Fund | — | — | — | $2.6M | 4.7% | |
| Fidelity Freedom Index 2040 Mutual Fund | — | — | — | $2.5M | 4.5% | |
| Fidelity Freedom Index 2030 Mutual Fund | — | — | — | $2.4M | 4.3% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| Western Asset Core Bond Fund Mutual Fund | — | — | — | $2.1M | 3.9% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $2.1M | 3.9% | |
| Fidelity Freedom Index 2045 Mutual Fund | — | — | — | $1.9M | 3.5% | |
| Fidelity Freedom Index 2050 Mutual Fund | — | — | — | $1.9M | 3.5% | |
| Fidelity Overseas Fund Mutual Fund | — | — | — | $1.6M | 3.0% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $1.6M | 2.9% | |
| Fidelity Freedom Index 2055 Mutual Fund | — | — | — | $1.4M | 2.6% | |
| Fidelity Freedom Index 2060 Mutual Fund | — | — | — | $1.3M | 2.3% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $1.2M | 2.3% | |
| Fidelity Global Ex US Index Fund Mutual Fund | — | — | — | $1.2M | 2.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $610K | 1.1% | |
| Fidelity Freedom Index 2065 Mutual Fund | — | — | — | $247K | 0.5% | |
| Participant loans Rates from 3.25% to 8.5% - 0 - | — | — | — | $211K | 0.4% | |
| Virtus Duff & Phelps Real Estate Securities Fund Mutual Fund | — | — | — | $205K | 0.4% | |
| Fidelity Freedom Index 2015 Mutual Fund | — | — | — | $98K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $81K | 0.1% | |
| Vanguard International Value Mutual Fund | — | — | — | $19K | <0.1% | |
| Fidelity Freedom Index Retirement Fund Mutual Fund | — | — | — | $11K | <0.1% |
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