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Original filing (PDF)20251014080956NAL0001101363001
RADIANCE TECHNOLOGIES
Form 5500
FILING_RECEIVED
RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,432
Accounts w/ balance
1,582
Plan assets (EOY)
$170.2M
Net assets (EOY)
$170.2M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIANCE TECHNOLOGIES.
Plan sponsor
Name
RADIANCE TECHNOLOGIES
EIN
63-1204084
Address
310 BOB HEATH DR NW · HUNTSVILLE, AL · 358062969
Phone
(256) 489-8583
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | 43-0538770 | — | ADVISOR | $97K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | 45-4084437 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
42 direct securities · 1 pooled fund· $170.2M(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
$170.2M
42 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | — | — | — | $19.0M | 11.2% | |
| FID GOVT MMRK PRM Mutual fund | — | — | — | $12.3M | 7.2% | |
| VANG TARGET RET 2035 Mutual fund | — | — | — | $10.3M | 6.1% | |
| BROKERAGELINK Mutual fund | — | — | — | $9.9M | 5.8% | |
| VANG TARGET RET 2045 Mutual fund | — | — | — | $9.0M | 5.3% | |
| VANG TARGET RET 2040 Mutual fund | — | — | — | $8.8M | 5.2% | |
| VANG TARGET RET 2055 Mutual fund | — | — | — | $8.6M | 5.0% | |
| PIF LGCP GRTH II Mutual fund | — | — | — | $8.3M | 4.9% | |
| VANG TARGET RET 2050 Mutual fund | — | — | — | $7.6M | 4.5% | |
| VANG TARGET RET 2060 Mutual fund | — | — | — | $7.1M | 4.2% | |
| VANG TARGET RET 2030 Mutual fund | — | — | — | $6.4M | 3.8% | |
| FID SEL TECHNOLOGY Mutual fund | — | — | — | $5.9M | 3.5% | |
| FID MID CAP IDX Mutual fund | — | — | — | $5.6M | 3.3% | |
| FID INTL INDEX Mutual fund | — | — | — | $5.3M | 3.1% | |
| VANG TARGET RET 2025 Mutual fund | — | — | — | $4.9M | 2.9% | |
| JPM US VALUE R6 Mutual fund | — | — | — | $4.2M | 2.4% | |
| J H ENTERPRISE IS Mutual fund | — | — | — | $3.6M | 2.1% | |
| PIMCO INCOME INST Mutual fund | — | — | — | $3.4M | 2.0% | |
| TRP CAP APPRECIATION Mutual fund | — | — | — | $3.2M | 1.9% | |
| VANG TARGET RET 2065 Mutual fund | — | — | — | $2.8M | 1.6% | |
| VANG HEALTHCARE INV Mutual fund | — | — | — | $2.0M | 1.2% | |
| FKLN RISING DIVS ADV Mutual fund | — | — | — | $1.9M | 1.1% | |
| PIF HIGH YLD INST Mutual fund | — | — | — | $1.9M | 1.1% | |
| AM CENT MD CP VAL I Mutual fund | — | — | — | $1.9M | 1.1% | |
| JPM SMALL CAP VAL R5 Mutual fund | — | — | — | $1.8M | 1.0% | |
| PIF SMCP S&P600 INST Mutual fund | — | — | — | $1.7M | 1.0% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.5% | — | — | — | $1.5M | 0.9% | |
| FID SMALL CAP GR K6 Mutual fund | — | — | — | $1.3M | 0.8% | |
| MFS INTL NEW DISC R4 Mutual fund | — | — | — | $1.2M | 0.7% | |
| PIF CORE FX INC INST Mutual fund | — | — | — | $1.1M | 0.7% | |
| VANG TARGET RET INC Mutual fund | — | — | — | $1.1M | 0.6% | |
| FID SEL ENERGY Mutual fund | — | — | — | $997K | 0.6% | |
| DODGE&COX INTL STK I Mutual fund | — | — | — | $938K | 0.6% | |
| VANG TARGET RET 2020 Mutual fund | — | — | — | $871K | 0.5% | |
| AB GLOBAL BOND I Mutual fund | — | — | — | $797K | 0.5% | |
| PIF REAL EST SEC IS Mutual fund | — | — | — | $683K | 0.4% | |
| PIM REAL RETURN INST Mutual fund | — | — | — | $670K | 0.4% | |
| VANG EM STK IDX ADM Mutual fund | — | — | — | $554K | 0.3% | |
| VANG UTIL IDX ADM Mutual fund | — | — | — | $545K | 0.3% | |
| BLKRK EMERGING MKT I Mutual fund | — | — | — | $333K | 0.2% | |
| VANG TARGET RET 2070 Mutual fund | — | — | — | $236K | 0.1% | |
| PIM COM REAL RET I Mutual fund | — | — | — | $114K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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