How big is WAKE Radiology Consultants, P.a's plan?

WAKE Radiology Consultants, P.a's plan reported $192.7M in assets and 416 participants for 2024.

Original filing (PDF)20251015152110NAL0002659539001

WAKE Radiology Consultants, P.a

Name: WAKE Radiology Consultants, P.a — 401(k)/Profit, Form 5500 (2024)
Creator: WAKE Radiology Consultants, P.a
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k)/Profit Sharing Plan and Trust for WAKE Radiology Consultants, P.A.

401(k) retirement plan · WAKE Radiology Consultants, P.a's 401(k)/Profit Sharing Plan and Trust for WAKE Radiology Consultants, P.A. held $192.7M in plan assets for 416 participants in 2024, with T. Rowe Price as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

416

Accounts w/ balance

581

Plan assets (EOY)

$192.7M

Net assets (EOY)

$192.7M

People on this filing

Kelsey RUSS signed WAKE Radiology Consultants, P.a's 2024 Form 5500 as plan administrator.

Kelsey RUSS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WAKE Radiology Consultants, P.a's EIN is 56-0990409.

EIN 56-0990409

Plan number 003

Plan year 2024

ACK ID 20251015152110NAL0002659539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WAKE Radiology Consultants, P.a from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WAKE Radiology Consultants, P.a's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAKE RADIOLOGY CONSULTANTS, P.A.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

WAKE RADIOLOGY CONSULTANTS, P.A

EIN

all filings

Address

3949 BROWNING PLACE · RALEIGH, NC · 27609

Phone

(919) 787-7411

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$71K	—

Investments

27 direct securities· $189.6M(98% of reported assets)

Mutual Funds

$93.1M

8 holdings

Common Collective Trusts

$49.3M

5 holdings

Other securities

$46.5M

13 holdings

Bonds / Notes

$621K

1 holding

					% of plan
Vanguard Institutional Index Fund Institutional Shares	Common Collective Trusts	—	—	$26.4M	13.7%
American Century Ultra R6	Other securities	—	—	$22.3M	11.6%
Putnam Large Cap Value R6	Mutual Funds	—	—	$20.2M	10.5%
Dodge & Cox Income Fund Class X	Mutual Funds	—	—	$18.4M	9.5%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$13.4M	6.9%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$11.8M	6.1%
Dodge & Cox International Stock Fund Class X	Mutual Funds	—	—	$10.6M	5.5%
Fidelity Emerging Markets K	Mutual Funds	—	—	$10.2M	5.3%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$10.1M	5.2%
BlackRock Mid-Cap Growth Equity Class K	Other securities	—	—	$9.1M	4.7%
Vanguard S&P Mid Cap 400 Index Fund Institutional Shares	Common Collective Trusts	—	—	$7.1M	3.7%
Victory Sycamore Established Value Fund R6	Other securities	—	—	$6.7M	3.5%
DFA Real Estate Securities Portfolio Institutional Class	Mutual Funds	—	—	$5.4M	2.8%
Fidelity Small Cap Growth K6	Mutual Funds	—	—	$4.8M	2.5%
Allspring Special Small Cap Value R6	Other securities	—	—	$4.5M	2.3%
Columbia Small Cap Index Fund Institutional 2 Class	Common Collective Trusts	—	—	$3.1M	1.6%
Fidelity Total International Index Fund	Common Collective Trusts	—	—	$839K	0.4%
State Street Target Retirement 2055 Class K	Other securities	—	—	$787K	0.4%
State Street Target Retirement 2050 Class K	Other securities	—	—	$785K	0.4%
State Street Target Retirement 2045 Class K	Other securities	—	—	$751K	0.4%
T. Rowe Price Government Money 621 * Participant Loans** Interest Rates (4.25% - 9.50%)	Bonds / Notes	—	—	$621K	0.3%
State Street Target Retirement 2035 Class K	Other securities	—	—	$596K	0.3%
State Street Target Retirement 2040 Class K	Other securities	—	—	$423K	0.2%
State Street Target Retirement 2060 Class K	Other securities	—	—	$300K	0.2%
State Street Target Retirement 2030 Class K	Other securities	—	—	$147K	<0.1%
State Street Target Retirement 2065 Class K	Other securities	—	—	$87K	<0.1%
State Street Target Retirement 2025 Class K	Other securities	—	—	$61K	<0.1%