Jennifer Ditnes signed Radius Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Radius Holdings LLC's EIN is 32-0403214.
Download the official 2024 Form 5500 (PDF) for Radius Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Radius Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | NEEDHAM HEIGHTS, MA | RECORDKEEPER | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 51-0116113 | NEW YORK, NY | BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $2.0M | 10.2% | |
| JPMorgan US Lrg Cap Core Plus | Other securities | — | — | $1.7M | 8.6% | |
| Alger Capital Appreciation | Other securities | — | — | $1.6M | 8.4% | |
| TRANSAMERICA RTRONTRCK(R)2045 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.2% | |
| TRANSAMERICA RTRONTRCK(R)2040 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.5M | 7.7% | |
| TRANSAMERICA RTRONTRCK(R)2035 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.8% | |
| TRANSAMERICA RTRONTRCK(R)2050 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.5% | |
| Transamerica Stable Value Core Account | Stable Value | — | — | $1.0M | 5.2% | |
| American Funds Balanced | Mutual Funds | — | — | $937K | 4.8% | |
| TRANSAMERICA RTRONTRCK(R)2030 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $906K | 4.6% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $653K | 3.3% | |
| Allspring Special Mid Cap | Other securities | — | — | $652K | 3.3% | |
| First Eagle Overseas | Other securities | — | — | $510K | 2.6% | |
| PGIM High Yield | Other securities | — | — | $508K | 2.6% | |
| TRANSAMERICA RTRONTRCK(R)2025 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $491K | 2.5% | |
| Janus Henderson Triton | Mutual Funds | — | — | $485K | 2.5% | |
| TRANSAMERICA RTRONTRCK(R)2020 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $439K | 2.2% | |
| Participant Loans | Participant loans | — | — | $357K | 1.8% | |
| TRANSAMERICA RTRONTRCK(R)2060 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $315K | 1.6% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $251K | 1.3% | |
| TRANSAMERICA RTRONTRCK(R)2055 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $241K | 1.2% | |
| TRANSAMERICA RTRONTRCK(R)2010 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $157K | 0.8% | |
| AMG Yacktman I | Other securities | — | — | $151K | 0.8% | |
| Parnassus Value Equity | Other securities | — | — | $141K | 0.7% | |
| JP Morgan Undiscovered Mgrs Behavioral Value | Other securities | — | — | $116K | 0.6% | |
| American Funds New World | Mutual Funds | — | — | $100K | 0.5% | |
| Vanguard Intermediate-Term Bond Index | Mutual Funds | — | — | $99K | 0.5% | |
| Eventide Gilead Class I | Other securities | — | — | $89K | 0.5% | |
| BlackRock Global Allocation | Other securities | — | — | $78K | 0.4% | |
| Principal Real Estate Securities | Other securities | — | — | $74K | 0.4% | |
| TRANSAMERICA RTRONTRCK(R)2015 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFIT SYSTEMS, INC | 13-4266176 | KRESGEVILLE, PA | TPA | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RADIUS HOLDINGS LLC | 32-0403214 | AMBLER, PA | PLAN SPONSOR | $6K | — |
