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Original filing (PDF)20251013121510NAL0002738962001
RADIAL HOLDINGS, L.P.
Form 5500
FILING_RECEIVED
RADIAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,442
Accounts w/ balance
1,624
Plan assets (EOY)
$125.2M
Net assets (EOY)
$125.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIAL HOLDINGS, L.P..
Plan sponsor
Name
RADIAL HOLDINGS, L.P.
EIN
47-5178464
Address
935 FIRST AVENUE · KING OF PRUSSIA, PA · 19406
Phone
(610) 491-7000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $143K | — |
Investments
32 direct securities · 1 pooled fund· $126.9M(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
$121.5M
32 holdings
Common Collective Trust
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $22.8M | 18.2% | |
| Harbor Capital Appreciation Registered Investment Company | — | — | — | $13.3M | 10.7% | |
| American Funds Trgtdt 2040 R6 Registered Investment Company | — | — | — | $10.9M | 8.7% | |
| American Funds Trgtdt 2050 R6 Registered Investment Company | — | — | — | $8.2M | 6.5% | |
| American Funds Trgtdt 2030 R6 Registered Investment Company | — | — | — | $7.8M | 6.2% | |
| DFA Global Equity Instl Registered Investment Company | — | — | — | $6.4M | 5.1% | |
| Dodge & Cox Stock Fund X Registered Investment Company | — | — | — | $5.8M | 4.6% | |
| GALLIARD MANAGED INCOME FUND D2 SEI TRUST COMPANY · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $5.4M | 4.3% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $4.7M | 3.8% | |
| Allspring Spec Mid Cap Val R6 Registered Investment Company | — | — | — | $3.6M | 2.9% | |
| Europacific Growth R6 Registered Investment Company | — | — | — | $3.5M | 2.8% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $3.3M | 2.6% | |
| Fidelity Balanced Fund Registered Investment Company | — | — | — | $3.1M | 2.5% | |
| Ishares Msci Eafe Intl Idx K Registered Investment Company | — | — | — | $3.1M | 2.5% | |
| American Funds Trgtdt 2035 R6 Registered Investment Company | — | — | — | $2.8M | 2.2% | |
| American Funds Trgtdt 2045 R6 Registered Investment Company | — | — | — | $2.5M | 2.0% | |
| Carillon Eagle MdCp Growth R6 Registered Investment Company | — | — | — | $2.3M | 1.9% | |
| Fidelity Adv Total Bond I Registered Investment Company | — | — | — | $2.2M | 1.8% | |
| Fidelity Small Cap Growth K6 Registered Investment Company | — | — | — | $1.9M | 1.5% | |
| Undiscovered Mgrs Behav Val R6 Registered Investment Company | — | — | — | $1.7M | 1.4% | |
| Notes receivable from participants Interest rates at 3.25% to 8.50% | — | — | — | $1.6M | 1.3% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | — | — | — | $1.6M | 1.3% | |
| American Funds Trgtdt 2055 R6 Registered Investment Company | — | — | — | $1.6M | 1.3% | |
| T Rowe Price New Horizons Registered Investment Company | — | — | — | $1.6M | 1.3% | |
| American Funds Trgtdt 2020 R6 Registered Investment Company | — | — | — | $1.6M | 1.2% | |
| American Funds Trgtdt 2025 R6 Registered Investment Company | — | — | — | $1.1M | 0.9% | |
| American Funds Trgtdt 2010 R6 Registered Investment Company | — | — | — | $753K | 0.6% | |
| American Funds SmCap Wld R6 Registered Investment Company | — | — | — | $730K | 0.6% | |
| PIMCO Income Institutional Registered Investment Company | — | — | — | $668K | 0.5% | |
| Personal Choice Retirement Self-Directed Brokerage Account | — | — | — | $133K | 0.1% | |
| American Funds Trgtdt 2015 R6 Registered Investment Company | — | — | — | $129K | 0.1% | |
| American Funds Trgtdt 2065 R6 Registered Investment Company | — | — | — | $66K | <0.1% | |
| American Funds Trgtdt 2060 R6 Registered Investment Company | — | — | — | $43K | <0.1% |
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