Back to filter
Original filing (PDF)20251030092658NAL0001887249001
EASTERN RADIOLOGISTS, INC.
Form 5500
FILING_RECEIVED
EASTERN RADIOLOGISTS, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
216
Accounts w/ balance
267
Plan assets (EOY)
$132.5M
Net assets (EOY)
$132.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Self-Directed Brokerage Accounts * Personal Choice Retirement Self-directed brokerage accounts" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN RADIOLOGISTS, INC..
Plan sponsor
Name
EASTERN RADIOLOGISTS, INC.
EIN
56-0994806
Address
2101 W. ARLINGTON BLVD SUITE 210 · GREENVILLE, NC · 27834
Phone
(252) 752-5000
Industry
Health Care & Social Assistancesee all
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
2025-10-30
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $44K | — |
| CASCADES CAPITAL LLC | 46-2208047 | — | NONE | $43K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $24K | — |
| PHILLIPS FINANCIAL MANAGEMENT | 20-1131890 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $2K | — |
Investments
17 direct securities · 19 pooled funds· $159.0M(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
$95.2M
15 holdings
Common Collective Trust
$43.6M
18 holdings
Mutual Funds
$11.5M
1 holding
Pooled Separate Accounts
$4.3M
1 holding
Pooled Separate Account
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts * Personal Choice Retirement Self-directed brokerage accounts | — | — | — | $41.4M | 31.2% | |
| Common Collective Trusts Northern Trust S&P 500 Index FD CL 3 | — | — | — | $16.8M | 12.7% | |
| NT COLL S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $16.8M | 12.7% | |
| Mainstay Winslow LgCap Grth I Fund | Mutual Funds | — | — | $11.5M | 8.7% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $8.0M | 6.0% | |
| PGIM Total Return Bond Fund | — | — | — | $6.4M | 4.8% | |
| JP Morgan Equity Income R6 Fund | — | — | — | $5.9M | 4.4% | |
| New York Life Anchor Account Insurance Deposit Investment | Pooled Separate Accounts | — | — | $4.3M | 3.3% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.3M | 3.3% | |
| American Balanced Fund R6 | — | — | — | $4.0M | 3.0% | |
| BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $3.5M | 2.6% | |
| Europacific Growth R6 Fund | — | — | — | $3.5M | 2.6% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $3.1M | 2.3% | |
| Vanguard Explorer Admiral Shrs Fund | — | — | — | $3.0M | 2.3% | |
| MFS Midcap Value CL R4 Fund | — | — | — | $2.9M | 2.2% | |
| Northern Trust Aggregate Bond Index CL 3 | — | — | — | $2.9M | 2.2% | |
| NT COLL ARGT BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.9M | 2.2% | |
| MFS International Value R4 Fund | — | — | — | $2.1M | 1.6% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| Amcent Small Cap Value R6 | — | — | — | $1.5M | 1.2% | |
| Northern Trust All Country World Ex US Mkt 3 | — | — | — | $1.5M | 1.1% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.5M | 1.1% | |
| DWS RREEF Real Estate Sec R6 | — | — | — | $1.2M | 0.9% | |
| Northern Trust Extended Equity Mkt Index CL 3 | — | — | — | $1.1M | 0.8% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Driehaus Emerging Mkts Growth | — | — | — | $916K | 0.7% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $618K | 0.5% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $550K | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $180K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $107K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $48K | <0.1% | |
| SCHWAB MANAGED RET TR FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $25K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $445 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $45 | <0.1% |