Erica Hill signed RAD Source Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RAD Source Technologies, Inc.'s EIN is 65-0882844.
Download the official 2024 Form 5500 (PDF) for RAD Source Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RAD Source Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | ADVISOR | $10K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BROKERAGE LINK - UNIT Mutual Fund | Self-Directed Brokerage | — | — | $865K | 10.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $724K | 9.0% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $528K | 6.6% | |
| FID GOVT MMKT K6 Interest-Bearing Cash and Cash Equivalents | Mutual Funds | — | — | $437K | 5.4% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $395K | 4.9% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $378K | 4.7% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $373K | 4.6% | |
| TRP BLUE CHIP GRTH Mutual Fund | Other securities | — | — | $361K | 4.5% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $347K | 4.3% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $275K | 3.4% | |
| TCW MW ToT RTN BD M Mutual Fund | Other securities | — | — | $246K | 3.0% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $202K | 2.5% | |
| 1919 FINL SERVICES A Mutual Fund ** 150 HENNESSY FOCUS INST Mutual Fund | Other securities | — | — | $192K | 2.4% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $190K | 2.4% | |
| EDGEWOOD GRTH INST Mutual Fund | Other securities | — | — | $177K | 2.2% | |
| CRLN S MID CAP I Mutual Fund | Other securities | — | — | $166K | 2.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $162K | 2.0% | |
| COL EMRG MKT I3 Mutual Fund | Other securities | — | — | $149K | 1.9% | |
| BROKERAGE LINK - FIDELITY FUND Mutual Fund | Self-Directed Brokerage | — | — | $145K | 1.8% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $133K | 1.7% | |
| AS SM CO GROWTH ADM Mutual Fund | Common Stocks | — | — | $132K | 1.6% | |
| BA GROWTH EQUITY INV Mutual Fund | Other securities | — | — | $126K | 1.6% | |
| FH MDT SM CP CORE R6 Mutual Fund | Other securities | — | — | $125K | 1.6% | |
| J H TRITON T Mutual Fund | Other securities | — | — | $116K | 1.4% | |
| MGL MC INC OP R6 Mutual Fund | Common Stocks | — | — | $96K | 1.2% | |
| ARTISAN GLB EQ INV Mutual Fund | Other securities | — | — | $85K | 1.0% | |
| BARON PARTNERS Mutual Fund | Other securities | — | — | $83K | 1.0% | |
| FID INTL CAP APPR K6 Mutual Fund | Mutual Funds | — | — | $81K | 1.0% | |
| OAKMARK FUND INV Mutual Fund | Other securities | — | — | $80K | 1.0% | |
| BROKERAGE LINK - COMMON STOCK Corporate Stocks | Self-Directed Brokerage | — | — | $79K | 1.0% | |
| BUFFALO FLEXIBLE INC Mutual Fund | Common Stocks | — | — | $76K | 0.9% | |
| BLACKROCK GNMA K Mutual Fund | Agency / Mortgage-Backed | — | — | $73K | 0.9% | |
| AS SPL MID CAP VAL A Mutual Fund | Other securities | — | — | $62K | 0.8% | |
| THOMPSON BOND Mutual Fund | Other securities | — | — | $50K | 0.6% | |
| BROKERAGE LINK - CASH Interest-Bearing Cash and Cash Equivalents | Self-Directed Brokerage | — | — | $46K | 0.6% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $41K | 0.5% | |
| MSIF GROWTH A Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| TCHSTN SM CAP VAL I Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| FID SEL ENERGY Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $19K | 0.2% | |
| COL SM CAP VAL II I3 Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| BROKERAGE LINK - CORPORATE BOND Corporate Debt Security | Self-Directed Brokerage | — | — | $16K | 0.2% | |
| THRVNT SM CAP STK S Mutual Fund | Common Stocks | — | — | $8K | <0.1% | |
| ABF MAN LGCP VAL INV Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| BECKER VALUE EQ R Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| J H GROWTH & INC T Mutual Fund | Common Stocks | — | — | $6K | <0.1% | |
| COMMERCE VALUE INST Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| AMG YACKTMAN FOCUS N Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| BROKERAGE LINK - EXTERNAL FUND Mutual Fund | Self-Directed Brokerage | — | — | $5K | <0.1% | |
| J H CONTRARIAN T Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
