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Original filing (PDF)20251003074758NAL0001926704001
DELANEY RADIOLOGISTS, P.A.
Form 5500
FILING_RECEIVED
DELANEY RADIOLOGISTS, P.A. 401(K) PROFIT-SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
132
Accounts w/ balance
171
Plan assets (EOY)
$55.7M
Net assets (EOY)
$55.7M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "WELLS FARGO ADVISORS SELF-DIRECTED BROKERAGE ACCOUNTS" is 45% of plan.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELANEY RADIOLOGISTS, P.A..
Plan sponsor
Name
DELANEY RADIOLOGISTS, P.A.
EIN
56-1329038
Address
1025 MEDICAL CENTER DRIVE · WILMINGTON, NC · 28401
Phone
(910) 341-1883
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
EARNEY & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 82-0543156 | — | RECORDKEEPER | $10K | — |
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTH ATLANTIC CAPITAL MANAGEMENT | 56-1975618 | — | ADVISOR | $48K | — |
Investments
39 direct securities· $54.2M(97% of reported assets)
Uncategorized
$54.0M
38 holdings
Mutual Funds
$114K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $24.1M | 43.3% | |
| CHARLES SCHWAB SELF-DIRECTED INVEST FUND V | — | — | — | $10.0M | 18.0% | |
| VANGUARD TARGET RETIREMENT 2030 FUND | — | — | — | $5.2M | 9.3% | |
| VANGUARD WELLESLEY INCOME INV | — | — | — | $2.0M | 3.7% | |
| VANGUARD TARGET RETIREMENT 2035 FUND | — | — | — | $1.6M | 2.9% | |
| VANGUARD TARGET RETIREMENT 2045 FUND | — | — | — | $1.5M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2025 FUND | — | — | — | $1.4M | 2.5% | |
| VANGUARD 500 INDEX INV | — | — | — | $1.3M | 2.3% | |
| VANGUARD GROWTH INDEX INV | — | — | — | $901K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2040 FUND | — | — | — | $886K | 1.6% | |
| VANGUARD TARGET RETIREMENT INCOME FUND | — | — | — | $779K | 1.4% | |
| VANGUARD MID-CAP INDEX INV | — | — | — | $549K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2050 FUND | — | — | — | $406K | 0.7% | |
| JPMORGAN LARGE CAP GROWTH R5 | — | — | — | $399K | 0.7% | |
| FIDELITY SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $305K | 0.5% | |
| VANGUARD EMERGING MKTS STOCK IDX INV | — | — | — | $274K | 0.5% | |
| METROPOLITAN WEST TCW METWEST TOTAL RETURN BOND PLAN | — | — | — | $254K | 0.5% | |
| SELF-DIRECTED * CHARLES SCHWAB SELF-DIRECTED CASH FUND V | — | — | — | $204K | 0.4% | |
| VANGUARD SMALL-CAP INDEX INV | — | — | — | $195K | 0.4% | |
| UNDISCOVERED MANAGERS UNDISCOVERED MGRS BEHAVIORAL VALUE R6 | — | — | — | $189K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2055 FUND | — | — | — | $181K | 0.3% | |
| EMERALD GROWTH INSTITUTIONAL | — | — | — | $179K | 0.3% | |
| VANGUARD TOTAL BOND MARKET INDEX INV | — | — | — | $152K | 0.3% | |
| VANGUARD VALUE INDEX INV | — | — | — | $147K | 0.3% | |
| VANGUARD TOTAL INTL STOCK INDEX INV | — | — | — | $143K | 0.3% | |
| CASH & CASH EQUIVALENTS * VANGUARD CASH RESERVES FEDERAL MM ADM | — | — | — | $135K | 0.2% | |
| S BLACKROCK HIGH YIELD PORTFOLIO INSTL | Mutual Funds | — | — | $114K | 0.2% | |
| CHARLES SCHWAB SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $107K | 0.2% | |
| PARTICIPANT LOANS * PARTICIPANTS 4.25% - 9.50%; maturing through 2028 | — | — | — | $102K | 0.2% | |
| MFS MID CAP VALUE R4 | — | — | — | $100K | 0.2% | |
| VANGUARD REAL ESTATE INDEX INV | — | — | — | $71K | 0.1% | |
| T. ROWE PRICE T. ROWE PRICE VALUE INV | — | — | — | $68K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2060 FUND | — | — | — | $34K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 FUND | — | — | — | $29K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2020 FUND | — | — | — | $28K | <0.1% | |
| THORNBURG LIMITED TERM INCOME R5 | — | — | — | $18K | <0.1% | |
| DIMENSIONAL FUND ADVISORS DFA COMMODITY STRATEGY PORTFOLIO FUND | — | — | — | $15K | <0.1% | |
| OAKMARK INTERNATIONAL INVESTOR | — | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2065 FUND | — | — | — | $4K | <0.1% |