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Original filing (PDF)20251006120013NAL0002038579001
WEST COUNTY RADIOLOGICAL GROUP, INC
Form 5500
FILING_RECEIVED
WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
184
Plan assets (EOY)
$83.5M
Net assets (EOY)
$83.5M
How this plan invests
This plan
52 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab S&P 500 Index Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST COUNTY RADIOLOGICAL GROUP, INC.
Plan sponsor
Name
WEST COUNTY RADIOLOGICAL GROUP, INC
EIN
43-0917818
Address
11475 OLDE CABIN ROAD, SUITE 200 · ST. LOUIS, MO · 63141
Phone
(314) 991-8201
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
ANDERS, MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $70K | — |
| DEW WEALTH STRATEGIES LLC | 01-0560582 | — | NONE | $28K | — |
| BUCKINGHAM STRATEGIC WEALTH LL | 20-8306720 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $245 | — |
Investments
44 direct securities· $84.0M(100% of reported assets)
Uncategorized
$83.4M
42 holdings
OTHER
$396K
1 holding
Mutual Funds
$163K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | — | — | — | $27.0M | 32.3% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $9.8M | 11.8% | |
| Self-Brokerage Securities Personal Choice Retirement Self-directed Brokerage Accounts | — | — | — | $8.0M | 9.6% | |
| Charles Schwab International Index Fund | — | — | — | $5.5M | 6.6% | |
| OAKMARK EQTY & INCM INVESTOR Registered Investment Company | — | — | — | $5.2M | 6.2% | |
| Charles Schwab Small Cap Index Fund | — | — | — | $4.6M | 5.5% | |
| American Funds Large Growth Fund of America R3 | — | — | — | $3.4M | 4.0% | |
| Money Market Fund * Charles Schwab Bank Savings | — | — | — | $3.2M | 3.9% | |
| Vanguard Value Index Admiral Class | — | — | — | $2.9M | 3.5% | |
| Vanguard Emerging Markets Index Admiral Class | — | — | — | $2.7M | 3.2% | |
| Vanguard Mid Cap Index Admiral Class | — | — | — | $2.0M | 2.5% | |
| Vanguard Real Estate Index Admiral Class | — | — | — | $1.7M | 2.0% | |
| PIMCO TOTAL RETURN FUND CL A Registered Investment Company | — | — | — | $1.1M | 1.3% | |
| Loomis Sayles Bond Institutional Class | — | — | — | $921K | 1.1% | |
| AMG Funds Yacktman Fund Class I | — | — | — | $707K | 0.8% | |
| Jensen Quality Large Growth Fund Class J | — | — | — | $692K | 0.8% | |
| Artisan International Value Fund Investor Class | — | — | — | $524K | 0.6% | |
| SCHWAB FUNDMTL INT SMMID INDEX Registered Investment Company | — | — | — | $443K | 0.5% | |
| Life Insurance Net Cash Value of Life Insurance | OTHER | — | — | $396K | 0.5% | |
| Columbia Acorn Mid-Cap Growth Fund Institutional Class Z | — | — | — | $276K | 0.3% | |
| Thornburg International Value R5 | — | — | — | $250K | 0.3% | |
| AXS Chesapeake Strategy I 53 Buffalo Small Growth Small Cap Fund | — | — | — | $218K | 0.3% | |
| Royce Investment Partners Small Growth Fund Pennsylvania Mutual Investment | — | — | — | $208K | 0.2% | |
| FAIRHOLME FUND Registered Investment Company | — | — | — | $167K | 0.2% | |
| Fairholme Large Value Fund | — | — | — | $167K | 0.2% | |
| First Eagle Overseas Fund Class A | — | — | — | $163K | 0.2% | |
| Absolute Strategies CEF Oppty Inst | Mutual Funds | — | — | $163K | 0.2% | |
| Sequoia Large Growth Fund | — | — | — | $160K | 0.2% | |
| SEQUOIA FUND Registered Investment Company | — | — | — | $160K | 0.2% | |
| Third Avenue Real Estate Value Institutional Class | — | — | — | $151K | 0.2% | |
| Columbia Acorn International Fund Institutional Class Z | — | — | — | $151K | 0.2% | |
| Royce Investment Partners Mid-Cap Growth Fund Premier Class | — | — | — | $120K | 0.1% | |
| Royce Investment Partners Special Equity Fund I | — | — | — | $112K | 0.1% | |
| Virtus Real Estate Securities A | — | — | — | $109K | 0.1% | |
| VIRTUS DUFF PHELPS RLES SECS A Registered Investment Company | — | — | — | $109K | 0.1% | |
| Lazard Emerging Markets Equity Fund Institutional Class | — | — | — | $82K | <0.1% | |
| maturities) | — | — | — | $69K | <0.1% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $69K | <0.1% | |
| PIMCO COMMODITY REAL RET INSTL Registered Investment Company | — | — | — | $67K | <0.1% | |
| AXS Chesapeake Strategy A | — | — | — | $67K | <0.1% | |
| Goldman Sachs Mid Cap Value Class A | — | — | — | $60K | <0.1% | |
| Cromwell Marketfield Equity Fund I | — | — | — | $19K | <0.1% | |
| MFS International New Discovery Class A 645 MFS Large Value Class A | — | — | — | $9K | <0.1% | |
| CASH | — | — | — | $2K | <0.1% |
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