Back to filter
Original filing (PDF)20251009154520NAL0003718867001
SOUTH TEXAS RADIOLOGY GROUP, P.A.
Form 5500
FILING_RECEIVED
SOUTH TEXAS RADIOLOGY GROUP PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
142
Accounts w/ balance
173
Plan assets (EOY)
$111.8M
Net assets (EOY)
$111.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Self Directed Brokerage Accounts * Schwab PCRA" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH TEXAS RADIOLOGY GROUP, P.A..
Plan sponsor
Name
SOUTH TEXAS RADIOLOGY GROUP, P.A.
EIN
74-1671142
Address
COLONNADE I · 9901 IH 10, SUITE 905 · SAN ANTONIO, TX · 78230
Phone
(210) 918-6368
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
2025-10-09
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH ANGLIN FINANCIAL LLC | 26-0778361 | — | NONE | $45K | — |
| ARROW WEALTH ADVISORS INC | 46-5366034 | — | NONE | $13K | — |
| SCHWAB RETIREMENT PLAN SERVICE,INC. | 34-1479833 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
27 direct securities · 1 pooled fund· $111.8M(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
$110.1M
26 holdings
Common Collective Trust
$1.6M
1 holding
Mutual Funds
$101K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self Directed Brokerage Accounts * Schwab PCRA | — | — | — | $37.2M | 33.3% | |
| Fidelity 500 INDEX | — | — | — | $25.6M | 22.9% | |
| Dodge & Cox INCOME FUND | — | — | — | $6.1M | 5.4% | |
| Vanguard TARGET RETIREMNT 2025 | — | — | — | $5.6M | 5.0% | |
| T. Rowe Price BLUE CHIP GRTH INS | — | — | — | $5.5M | 4.9% | |
| Fidelity EXTENDED MARKET INDEX | — | — | — | $5.1M | 4.5% | |
| Vanguard TARGET RETIREMNT 2040 | — | — | — | $4.9M | 4.3% | |
| Vanguard TARGET RETIREMNT 2035 | — | — | — | $4.2M | 3.7% | |
| Vanguard TARGET RETIREMNT 2030 | — | — | — | $3.1M | 2.7% | |
| American Funds EUROPACIFIC GROWTH R6 | — | — | — | $2.4M | 2.2% | |
| Vanguard TARGET RETIREMNT 2020 | — | — | — | $2.0M | 1.8% | |
| Vanguard TARGET RETIREMNT 2050 | — | — | — | $1.6M | 1.4% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| Vanguard TARGET RETMT INCOME | — | — | — | $1.5M | 1.4% | |
| Money Market Funds Vanguard FED MONEY MARKET FUND | — | — | — | $1.3M | 1.2% | |
| Vanguard TARGET RETIREMNT 2045 | — | — | — | $820K | 0.7% | |
| Hartford Funds SCHROD EMG MKT EQ SDR | — | — | — | $675K | 0.6% | |
| Vanguard TARGET RETIREMNT 2055 | — | — | — | $610K | 0.5% | |
| Vanguard TOT INTL STK IDX ADM | — | — | — | $472K | 0.4% | |
| Pimco RAE US INTL | — | — | — | $467K | 0.4% | |
| Delaware Funds SMALL CAP VALUE R6 | — | — | — | $339K | 0.3% | |
| Fidelity REAL ESTATE INDEX | — | — | — | $234K | 0.2% | |
| to 9.50% with various due dates -0- | — | — | — | $132K | 0.1% | |
| Fidelity US BOND INDEX | — | — | — | $117K | 0.1% | |
| ClearBridge SMALL CAP GRTH IS | Mutual Funds | — | — | $101K | <0.1% | |
| Vanguard INFLATION PROTECT ADM | — | — | — | $97K | <0.1% | |
| Vanguard TARGET RETIREMNT 2060 | — | — | — | $81K | <0.1% | |
| Vanguard TARGET RETIREMNT 2065 | — | — | — | $5K | <0.1% |