BETH Wolfe signed Radiology Partners Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Radiology Partners Inc.'s EIN is 46-1413340.
Download the official 2024 Form 5500 (PDF) for Radiology Partners Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Radiology Partners Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICE, INC | 34-1479833 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLESTON FINANCIAL ADVISORS | 54-2165266 | — | NONE | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $25.9M | 20.0% | |
| Participant-Directed Brokerage Accounts Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $22.5M | 17.4% | |
| VANGUARD TAGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $9.1M | 7.0% | |
| VANGUARD TAGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $7.2M | 5.5% | |
| VANGUARD TAGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $7.1M | 5.5% | |
| VANGUARD TAGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $6.6M | 5.1% | |
| VANGUARD TAGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.3M | 4.1% | |
| VANGUARD TAGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $5.2M | 4.0% | |
| Fidelity Investments Fidelity Contrafund K6 | Mutual Funds | — | — | $4.5M | 3.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $4.2M | 3.2% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $3.5M | 2.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 1.9% | |
| VANGUARD TAGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 1.7% | |
| VANGUARD TARGET RET 2020TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $1.9M | 1.5% | |
| PUTNAM STABLE VALUE 15 BPS PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| VANGUARD TAGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| VANGUARD RET INCOME TRUST LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | Mutual Funds | — | — | $1.3M | 1.0% | |
| Participant-Directed Brokerage Accounts Personal Choice Retirement Accounts 2 | Self-Directed Brokerage | — | — | $1.2M | 0.9% | |
| Fidelity Investments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $900K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $821K | 0.6% | |
| American Funds American Funds EUPAC R6 | Mutual Funds | — | — | $758K | 0.6% | |
| BlackRock High Yield Portfolio Fund Insititutional Shares | Other securities | — | — | $641K | 0.5% | |
| MassMutual Mid Cap Growth Fund Class I | Other securities | — | — | $528K | 0.4% | |
| JPMorgan Core Bond Fund Class R6 | Other securities | — | — | $514K | 0.4% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $403K | 0.3% | |
| WILMGT TR CIT PGIM TR BOND FD GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $340K | 0.3% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $224K | 0.2% | |
| PIMCO All Asset Fund Institutional Class | Mutual Funds | — | — | $148K | 0.1% | |
| Janus Henderson Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $126K | <0.1% | |
| VANGUARD TAGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| VANGUARD TAGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MUTUAL ADVISORS LLC | 27-1193779 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
