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, ERISA 404(c) participant direction, 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 SERVICES INC | 34-1479833 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| Participant-Directed Brokerage Accounts Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $273.8M | 26.1% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $175.9M | 16.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $55.2M | 5.3% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $51.6M | 4.9% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $45.4M | 4.3% | |
| Fidelity Investments Fidelity Contrafund K6 | Mutual Funds | — | — | $45.0M | 4.3% | |
| Participant-Directed Brokerage Accounts Personal Choice Retirement Accounts 2 | Self-Directed Brokerage | — | — | $41.0M | 3.9% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $35.2M | 3.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $32.2M | 3.1% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $31.8M | 3.0% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $29.6M | 2.8% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $24.4M | 2.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $23.7M | 2.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $22.7M | 2.2% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $20.6M | 2.0% | |
| PUTNAM STABLE VALUE 15 BPS PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $13.8M | 1.3% | |
| American Funds American Funds EUPAC R6 | Mutual Funds | — | — | $10.4M | 1.0% | |
| Fidelity Investments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $10.0M | 1.0% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | Mutual Funds | — | — | $9.4M | 0.9% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $9.4M | 0.9% | |
| JPMorgan Core Bond Fund Class R6 | Other securities | — | — | $7.9M | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $7.6M | 0.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.5M | 0.7% | |
| MassMutual Mid Cap Growth Fund Class I | Other securities | — | — | $7.2M | 0.7% | |
| Vanguard Fiduciary Trust Company Vanguard Fiduciary Trust Company Target Retirement Income Trust II | Mutual Funds | — | — | $6.9M | 0.7% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.7% | |
| BlackRock High Yield Portfolio Fund Insititutional Shares | Other securities | — | — | $6.9M | 0.7% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.2M | 0.5% | |
| Janus Henderson Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $4.9M | 0.5% | |
| WILMGT TR CIT PGIM TR BOND FD GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.7M | 0.4% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $3.8M | 0.4% | |
| PIMCO All Asset Fund Institutional Class | Mutual Funds | — | — | $1.9M | 0.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | Bonds / Notes | — | — | $1.4M | 0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $417K | <0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $130K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RNC GENTER CAPITAL MANAGEMENT | 95-4670255 | — | NONE | $29K | — |
| CAPWEALTH ADVISORS LLC | 26-3565415 | — | NONE | $26K | — |
| MUTUAL ADVISORS LLC | 27-1193779 | — | NONE | $26K | — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $18K | — |
| FIRST NATIONAL ADVISORS LLC | 04-2541452 | — | NONE | $16K | — |
| TRENT CAPITAL MANAGEMENT INC | 56-1588687 | — | NONE | $16K | — |
| IFG ADVISORS LLC | 43-1649208 | — | NONE | $11K | — |
| STOKER OSTLER WEALTH ADVISORS | 86-0862232 | — | NONE | $9K | — |
| AZZAD ASSET MANAGEMENT INC | 22-3746116 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $6K | — |
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $89K | — |
| BUCKINGHAM STRATEGIC WEALTH LL | 20-8306720 | — | NONE | $69K | — |
| AVIOR WEALTH MANAGEMENT LLC | 26-4010495 | — | NONE | $66K | — |
| CLIFTONLARSONALLEN | 41-1803291 | — | NONE | $26K | — |
| WATERLOO CAPITAL LP | 20-1788544 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $15K | — |
| MANAGED ASSET PORTFOLIOS LLC | 38-3567816 | — | NONE | $14K | — |
| THE O'DELL GROUP LLC | 31-1631718 | — | NONE | $8K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $7K | — |
| 25 LLC | 82-1733709 | — | NONE | $7K | — |
| NICHOLAS HOFFMAN & COMPANY LLC | 37-1548177 | — | NONE | $7K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $6K | — |
