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Original filing (PDF)20251014132256NAL0001452387002
RADIOLOGY PARTNERS INC
Form 5500
FILING_RECEIVED
RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
4,389
Accounts w/ balance
6,800
Plan assets (EOY)
$412.4M
Net assets (EOY)
$412.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIOLOGY PARTNERS INC.
Plan sponsor
Name
RADIOLOGY PARTNERS INC
EIN
46-1413340
Address
12554 RIATA VISTA CIRCLE · AUSTIN, TX · 78727
Phone
(424) 290-8283
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $133K | — |
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $91K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $80K | — |
| BUCKINGHAM STRATEGIC WEALTH LL | 20-8306720 | — | NONE | $17K | — |
| FIRST NATIONAL ADVISORS LLC | 04-2541452 | — | NONE | $17K | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $15K | — |
| DEPENDABLE ALTERNATIVE | 83-3413387 | — | NONE | $13K | — |
| FRANKLIN STREET ADVISORS INC | 56-1749652 | — | NONE | $12K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $10K | — |
| MATSON MONEY INC | 31-1334658 | — | NONE | $8K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $8K | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | NONE | $7K | — |
| HUB INVESTMENT PARTNERS LLC | 84-4758315 | — | NONE | $6K | — |
| VALMARK ADVISERS INC | 31-1509466 | — | NONE | $6K | — |
Investments
22 direct securities · 14 pooled funds· $410.3M(99% 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
$214.6M
22 holdings
Common Collective Trust
$195.7M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $61.0M | 14.8% | |
| VFTC TARGET RET 2035 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $31.0M | 7.5% | |
| VFTC TARGET RET 2045 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $30.6M | 7.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $27.8M | 6.7% | |
| VFTC TARGET RET 2040 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $26.3M | 6.4% | |
| VFTC TARGET RET 2050 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $25.5M | 6.2% | |
| Participant-Directed Brokerage Accounts Personal Choice Retirement Account | — | — | — | $23.0M | 5.6% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $21.5M | 5.2% | |
| VFTC TARGET RET 2030 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $20.5M | 5.0% | |
| VFTC TARGET RET 2055 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.2M | 3.9% | |
| VFTC TARGET RET 2025 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $15.6M | 3.8% | |
| Fidelity Investments Fidelity Contrafund K6 | — | — | — | $15.0M | 3.6% | |
| PUTNAM STABLE VALUE 15 BPS PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.8M | 3.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $11.5M | 2.8% | |
| VFTC TARGET RET 2060 TR LL VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2060 TRUST II · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.0M | 2.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $9.7M | 2.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | — | — | — | $6.6M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | — | — | — | $6.0M | 1.5% | |
| Participant Loans to participants, bearing interest from 4.0% to 10.5% | — | — | — | $5.7M | 1.4% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $5.4M | 1.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $3.4M | 0.8% | |
| Fidelity Investments Fidelity Real Estate Index Fund | — | — | — | $3.0M | 0.7% | |
| VFTC TARGET RET 2020 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.7% | |
| American Funds American Funds EUPAC R6 | — | — | — | $2.5M | 0.6% | |
| Participant-Directed Brokerage Accounts Personal Choice Retirement Account 2 | — | — | — | $2.4M | 0.6% | |
| MassMutual Mid Cap Growth Fund Class I | — | — | — | $2.0M | 0.5% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $1.9M | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Fiduciary Trust Company Target Retirement Income Trust II | — | — | — | $1.7M | 0.4% | |
| VFTC TARGET RET INC LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| Janus Henderson Janus Henderson Triton Fund Class N | — | — | — | $1.5M | 0.4% | |
| BlackRock High Yield Portfolio Fund Insititutional Shares | — | — | — | $1.4M | 0.3% | |
| WILMGT TR CIT PGIM TR BOND FD GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| JPMorgan Core Bond Fund Class R6 | — | — | — | $966K | 0.2% | |
| PIMCO All Asset Fund Institutional Class | — | — | — | $647K | 0.2% | |
| VFTC TARGET RET 2065 TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $454K | 0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $85K | <0.1% |