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Original filing (PDF)20251015135533NAL0002403635001
RADIOLOGY IMAGING ASSOCIATES
Form 5500
FILING_RECEIVED
RADIOLOGY IMAGING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
559
Accounts w/ balance
543
Plan assets (EOY)
$112.4M
Net assets (EOY)
$112.4M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIOLOGY IMAGING ASSOCIATES.
Plan sponsor
Name
RADIOLOGY IMAGING ASSOCIATES
EIN
59-1289802
Address
1673 MASON AVE · SUITE 305 · DAYTONA BEACH, FL · 32117
Phone
(352) 671-4285
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
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
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
PURVIS GRAY & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $73K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCHENRY ADVISERS, INC | 20-4243624 | — | TPA | $31K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY ROBINSON ATTORNEY AT LAW | 59-1300132 | — | LEGAL | $8K | — |
Investments
51 direct securities· $112.4M(100% of reported assets)
Uncategorized
$112.0M
50 holdings
Mutual Funds
$428K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares a | — | — | — | $15.2M | 13.6% | |
| Vanguard Target Retirement 2040 Fund a | — | — | — | $8.8M | 7.8% | |
| Vanguard Institutional Index Fund Inst'l Shares a | — | — | — | $8.0M | 7.1% | |
| Vanguard Target Retirement 2030 Fund a | — | — | — | $7.8M | 7.0% | |
| Vanguard Growth Index Fund Admiral Shares a | — | — | — | $5.8M | 5.1% | |
| Self-Directed Brokerage Accounts Charles Schwab & * Co., Inc. Cash, Common Stock, Preferred Stock, Unit Investment Trusts a | — | — | — | $5.8M | 5.1% | |
| Vanguard Target Retirement 2035 Fund a | — | — | — | $5.7M | 5.0% | |
| Vanguard Target Retirement 2025 Fund a | — | — | — | $5.3M | 4.7% | |
| Vanguard Target Retirement 2060 Fund a | — | — | — | $4.4M | 3.9% | |
| Vanguard Target Retirement 2050 Fund a | — | — | — | $4.0M | 3.6% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares a | — | — | — | $4.0M | 3.5% | |
| Vanguard Target Retirement 2045 Fund a | — | — | — | $3.7M | 3.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares a | — | — | — | $2.5M | 2.2% | |
| Vanguard Dividend Growth Fund a | — | — | — | $2.5M | 2.2% | |
| Vanguard Total International Stock Index Fund Admiral Shr a | — | — | — | $2.5M | 2.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares a | — | — | — | $2.3M | 2.0% | |
| Vanguard International Growth Fund Admiral Shares a | — | — | — | $2.0M | 1.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares a | — | — | — | $1.8M | 1.6% | |
| Vanguard U.S. Growth Fund Admiral Shares a | — | — | — | $1.5M | 1.3% | |
| Vanguard Target Retirement 2055 Fund a | — | — | — | $1.5M | 1.3% | |
| Vanguard Value Index Fund Admiral Shares a | — | — | — | $1.4M | 1.3% | |
| Vanguard Target Retirement 2020 Fund a | — | — | — | $1.4M | 1.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral a | — | — | — | $1.1M | 1.0% | |
| Vanguard Total International Bond Index Fund Admiral Shr a | — | — | — | $1.1M | 0.9% | |
| Vanguard Windsor II Fund Admiral Shares a | — | — | — | $1.0M | 0.9% | |
| Vanguard Wellesley Income Fund Admiral Shares a | — | — | — | $1.0M | 0.9% | |
| Vanguard Equity Income Fund Admiral Shares a | — | — | — | $941K | 0.8% | |
| Vanguard Mid-Cap Growth Fund a | — | — | — | $908K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr a | — | — | — | $879K | 0.8% | |
| Vanguard Utilities Index Fund Admiral Shares a | — | — | — | $757K | 0.7% | |
| Vanguard Wellington Fund Admiral Shares a | — | — | — | $699K | 0.6% | |
| Vanguard European Stock Index Fund Admiral Shares a | — | — | — | $688K | 0.6% | |
| Vanguard Explorer Fund Admiral Shares a | — | — | — | $577K | 0.5% | |
| Vanguard Target Retirement Income a | — | — | — | $552K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares a | — | — | — | $546K | 0.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares a | — | — | — | $439K | 0.4% | |
| Vanguard Health Care Fund Admiral Shares a | Mutual Funds | — | — | $428K | 0.4% | |
| Participant Loans maturity dates from January 2025 through November 2053 - | — | — | — | $425K | 0.4% | |
| Vanguard Target Retirement 2065 Fund a | — | — | — | $422K | 0.4% | |
| Vanguard Pacific Stock Index Fund Admiral Shares a | — | — | — | $413K | 0.4% | |
| Vanguard International Value Fund a | — | — | — | $397K | 0.4% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares a | — | — | — | $311K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral a | — | — | — | $310K | 0.3% | |
| Vanguard Extended Market Index Fund Admiral Shares a | — | — | — | $296K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares a | — | — | — | $219K | 0.2% | |
| Vanguard Global Capital Cycles Fund a | — | — | — | $125K | 0.1% | |
| Vanguard Energy Fund Admiral Shares a | — | — | — | $104K | <0.1% | |
| Vanguard St Inpro Sec Ind Admiral Shares a | — | — | — | $53K | <0.1% | |
| Vanguard Balanced Index Fund Admiral Shares a | — | — | — | $52K | <0.1% | |
| Vanguard Selected Value Fund a | — | — | — | $10K | <0.1% | |
| Vanguard International Explorer Fund a | — | — | — | $3K | <0.1% |