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Original filing (PDF)20251015103705NAL0005819808001
SHARED IMAGING, LLC
Form 5500
FILING_RECEIVED
SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
309
Accounts w/ balance
371
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARED IMAGING, LLC.
Plan sponsor
Name
SHARED IMAGING, LLC
EIN
26-1730120
Address
3041 WOODCREEK DR SUITE 200 · DOWNERS GROVE, IL · 60515
Phone
(630) 483-3980
Industry
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
2025-10-15
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHORTEK & GOTTSCHALK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DENALI WEALTH MANAGEMENT- CARL VALI | — | MEQUON, WI | INVESTMENT ADVISOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
32 direct securities· $18.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | — | — | — | $2.2M | 11.9% | |
| Vanguard 500 Index Admiral | — | — | — | $2.0M | 10.7% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $1.8M | 9.7% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $1.7M | 9.0% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $1.3M | 6.9% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $1.1M | 5.9% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $791K | 4.3% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $758K | 4.1% | |
| Metropolitan West Total Return Bond I | — | — | — | $741K | 4.0% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $719K | 3.9% | |
| American Funds American Balanced R6 | — | — | — | $645K | 3.5% | |
| JP Morgan Equity Income R6 | — | — | — | $578K | 3.1% | |
| Nuveen Lifecycle Index Retirement Inc R6 | — | — | — | $572K | 3.1% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $502K | 2.7% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $436K | 2.4% | |
| Notes receivable from Various maturity dates through 2036 with interest rates | — | — | — | $422K | 2.3% | |
| PIMCO Income Instl | — | — | — | $380K | 2.1% | |
| American Funds New Perspective R6 | — | — | — | $346K | 1.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $244K | 1.3% | |
| American Funds New World R6 | — | — | — | $238K | 1.3% | |
| EI Fixed Account Series Fixed annuity | — | — | — | $208K | 1.1% | |
| Class V Total fixed annuities | — | — | — | $208K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $207K | 1.1% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $176K | 1.0% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $128K | 0.7% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $119K | 0.6% | |
| American Funds Smallcap World R6 | — | — | — | $83K | 0.5% | |
| AB Small Cap Growth Z | — | — | — | $54K | 0.3% | |
| DFA US Targeted Value I | — | — | — | $53K | 0.3% | |
| Vanguard International Value Portfolio | — | — | — | $40K | 0.2% | |
| MFS International Intrinsic Value R6 | — | — | — | $25K | 0.1% | |
| American Century Mid Cap Value R6 | — | — | — | $8K | <0.1% |
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