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Original filing (PDF)20251013110942NAL0001094273001
RADIUS HOLDINGS LLC
Form 5500
FILING_RECEIVED
RADIUS GLOBAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
~83 bps in Sched C fees
Active participants
727
Accounts w/ balance
388
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 83 bps in Schedule C fees — 186% above peer band of 29 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIUS HOLDINGS LLC.
Plan sponsor
Name
RADIUS HOLDINGS LLC
EIN
32-0403214
Address
50 WEST SKIPPACK PIKE · AMBLER, PA · 19002
Phone
(267) 419-1111
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | NEEDHAM HEIGHTS, MA | RECORDKEEPER | $149K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 51-0116113 | NEW YORK, NY | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFIT SYSTEMS, INC | 13-4266176 | KRESGEVILLE, PA | TPA | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RADIUS HOLDINGS LLC | 32-0403214 | AMBLER, PA | PLAN SPONSOR | $6K | — |
Investments
20 direct securities · 11 pooled funds· $19.7M(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
$11.6M
20 holdings
Common Collective Trust
$8.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index | — | — | — | $2.0M | 10.2% | |
| JPMorgan US Lrg Cap Core Plus | — | — | — | $1.7M | 8.6% | |
| Alger Capital Appreciation | — | — | — | $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 | — | — | — | $1.0M | 5.2% | |
| American Funds Balanced | — | — | — | $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 | — | — | — | $653K | 3.3% | |
| Allspring Special Mid Cap | — | — | — | $652K | 3.3% | |
| First Eagle Overseas | — | — | — | $510K | 2.6% | |
| PGIM High Yield | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $151K | 0.8% | |
| Parnassus Value Equity | — | — | — | $141K | 0.7% | |
| JP Morgan Undiscovered Mgrs Behavioral Value | — | — | — | $116K | 0.6% | |
| American Funds New World | — | — | — | $100K | 0.5% | |
| Vanguard Intermediate-Term Bond Index | — | — | — | $99K | 0.5% | |
| Eventide Gilead Class I | — | — | — | $89K | 0.5% | |
| BlackRock Global Allocation | — | — | — | $78K | 0.4% | |
| Principal Real Estate Securities | — | — | — | $74K | 0.4% | |
| TRANSAMERICA RTRONTRCK(R)2015 FUND TRANSAMERICA RETIREMENT SOLUTION COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $21K | 0.1% |