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Original filing (PDF)20251015133642NAL0004693761002
FAIRFAX RADIOLOGICAL CONSULTANTS, P.L.L.C.
Form 5500
FILING_RECEIVED
FAIRFAX RADIOLOGICAL CONSULTANTS EMPLOYEES' PROFIT SHARING PLAN (INCLUDING THE MERGED MONEY PURCHASE PENSION PLAN)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
795
Accounts w/ balance
1,131
Plan assets (EOY)
$213.7M
Net assets (EOY)
$213.7M
How this plan invests
This plan
29 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 FAIRFAX RADIOLOGICAL CONSULTANTS, P.L.L.C..
Plan sponsor
Name
FAIRFAX RADIOLOGICAL CONSULTANTS, P.L.L.C.
EIN
54-0846558
Address
8260 WILLOW OAKS CORPORATE DRIVE · SUITE 750 · FAIRFAX, VA · 22031
Phone
(703) 698-4444
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $83K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $67K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $56K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
29 direct securities· $263.7M(100% of reported assets)
Uncategorized
$222.7M
27 holdings
Mutual Funds
$31.7M
1 holding
Guaranteed Income / GIC
$9.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $56.2M | 26.3% | |
| Self-Directed Brokerage Funds * Schwab Personal Choice Retirement | — | — | — | $50.3M | 23.5% | |
| American Funds The Bond Fund of America R6 | Mutual Funds | — | — | $31.7M | 14.8% | |
| Schwab S&P 500 Index Fund | — | — | — | $24.5M | 11.5% | |
| Schwab International Index FD | — | — | — | $18.7M | 8.7% | |
| Schwab US Lg Cap Grth Index | — | — | — | $18.1M | 8.5% | |
| Schwab US Lg Cap Val Index | — | — | — | $13.2M | 6.2% | |
| Standard Insurance Company Stable Asset Fund II | Guaranteed Income / GIC | — | — | $9.3M | 4.4% | |
| Schwab Personal Choice Retirement 2 | — | — | — | $6.0M | 2.8% | |
| Schwab Small-Cap Index Fund | — | — | — | $5.9M | 2.8% | |
| Vanguard SM CAP VAL Index Adm | — | — | — | $4.2M | 2.0% | |
| Vanguard Small Cap GRTH Index | — | — | — | $4.1M | 1.9% | |
| Vanguard MIDCAP Index INSTL | — | — | — | $2.7M | 1.3% | |
| Vanguard Emerg Mkts Index Adm | — | — | — | $2.5M | 1.1% | |
| Vanguard Short-Term Bond INSTL | — | — | — | $2.4M | 1.1% | |
| Vanguard MID CAP Value IDX Adm | — | — | — | $2.1M | 1.0% | |
| Vanguard MDCP GRTH Index Adm | — | — | — | $2.0M | 0.9% | |
| Hartford Strategic Income R6 | — | — | — | $1.8M | 0.8% | |
| Vanguard Real Estate Index Adm | — | — | — | $1.5M | 0.7% | |
| American Funds American Fund Infltn Lnkd Bd | — | — | — | $1.1M | 0.5% | |
| Blackrock High Yield Bond K | — | — | — | $962K | 0.5% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $952K | 0.4% | |
| maturing through April 2032, collateralized by participant accounts | — | — | — | $933K | 0.4% | |
| Vanguard Comm Strategy Admiral | — | — | — | $816K | 0.4% | |
| Vanguard INTL Growth Admiral | — | — | — | $507K | 0.2% | |
| Vanguard FTSE All World US | — | — | — | $341K | 0.2% | |
| Loomis Sayles Global Bond N | — | — | — | $340K | 0.2% | |
| Schwab FDMTL INTL LG CO Index | — | — | — | $314K | 0.1% | |
| Loomis Sayles Global Alloc N | — | — | — | $227K | 0.1% |