How big is Houston Radiology Associated's plan?

Houston Radiology Associated's plan reported $109.7M in assets and 134 participants for 2024.

Original filing (PDF)20251013120045NAL0000574083001

Houston Radiology Associated

Name: Houston Radiology Associated — Houston Radiology, Form 5500 (2024)
Creator: Houston Radiology Associated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Houston Radiology Associated Profit Sharing Plan

401(k) retirement plan · Houston Radiology Associated's Houston Radiology Associated Profit Sharing Plan held $109.7M in plan assets for 134 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

134

Accounts w/ balance

140

Plan assets (EOY)

$109.7M

Net assets (EOY)

$108.5M

People on this filing

JETT R. Brady signed Houston Radiology Associated's 2024 Form 5500 as plan administrator.

JETT R. Brady — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Houston Radiology Associated's EIN is 74-1688740.

EIN 74-1688740

Plan number 002

Plan year 2024

ACK ID 20251013120045NAL0000574083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Houston Radiology Associated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Houston Radiology Associated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSTON RADIOLOGY ASSOCIATED.

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How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Below-peer total plan cost (93rd percentile).
High average account balance (99th percentile).

Plan sponsor

Name

HOUSTON RADIOLOGY ASSOCIATED

EIN

all filings

Address

2190 NORTH LOOP WEST, SUITE 250 · HOUSTON, TX · 77018

Phone

(281) 206-9024

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$38K	—

Investments

44 direct securities · 1 pooled fund· $110.6M(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.

Mutual Funds

$51.1M

33 holdings

Common Collective Trusts

$28.1M

5 holdings

Self-Directed Brokerage

$19.5M

1 holding

Other securities

$11.0M

5 holdings

Common Collective Trust

$866K

1 holding

					% of plan
Fidelity BrokerageLink, Self-Directed Brokerage Account	Self-Directed Brokerage	—	—	$19.5M	17.8%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$18.7M	17.0%
Fidelity Contrafund Class K	Mutual Funds	—	—	$11.7M	10.7%
Fidelity Freedom Index 2035 Fund Institutional Premium Class	Mutual Funds	—	—	$7.5M	6.9%
Baron Capital Baron Partners Fund Institutional Shares	Other securities	—	—	$5.9M	5.4%
Fidelity Freedom Index 2020 Fund Institutional Premium Class	Mutual Funds	—	—	$3.8M	3.5%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$3.0M	2.8%
Fidelity International Index Fund	Common Collective Trusts	—	—	$2.9M	2.6%
T.Rowe T. Rowe Price Dividend Growth Fund	Other securities	—	—	$2.9M	2.6%
Fidelity Freedom Index 2045 Fund Institutional Premium Class	Mutual Funds	—	—	$2.7M	2.4%
Fidelity Freedom Index 2040 Fund Institutional Premium Class	Mutual Funds	—	—	$2.4M	2.2%
Fidelity Capital & Income Fund	Mutual Funds	—	—	$2.3M	2.1%
American Funds American Funds Capital World Growth and Income Fund Class R-6	Mutual Funds	—	—	$2.2M	2.0%
American Funds American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$2.2M	2.0%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$2.1M	1.9%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$2.0M	1.8%
Fidelity International Discovery Fund Class K	Mutual Funds	—	—	$1.8M	1.7%
Fidelity Freedom Index 2030 Fund Institutional Premium Class	Mutual Funds	—	—	$1.7M	1.6%
Fidelity Small Cap Discovery Fund	Mutual Funds	—	—	$1.7M	1.5%
American Funds American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.6M	1.5%
American Funds Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.4M	1.3%
J.P. Morgan JPMorgan Equity Income Fund Class R5	Other securities	—	—	$1.4M	1.3%
Fidelity Small Cap Value Fund	Mutual Funds	—	—	$1.0M	0.9%
Fidelity Freedom Index 2055 Fund Institutional Premium Class	Mutual Funds	—	—	$931K	0.8%
Fidelity Managed Income Portfolio Class 1	Mutual Funds	—	—	$921K	0.8%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$866K	0.8%
Fidelity Leveraged Company Stock Fund Class K	Mutual Funds	—	—	$716K	0.7%
Janus Henderson Janus Henderson Triton Fund Class I	Mutual Funds	—	—	$700K	0.6%
Fidelity Freedom Index 2050 Fund Institutional Premium Class	Mutual Funds	—	—	$699K	0.6%
American Funds American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$576K	0.5%
Artisian Artisan Mid Cap Value Fund	Other securities	—	—	$560K	0.5%
American Funds American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$469K	0.4%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$368K	0.3%
Loomis Sayles Loomis Sayles Bond Fund Institutional Class	Other securities	—	—	$316K	0.3%
American Funds American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$274K	0.2%
Fidelity Freedom Index 2025 Fund Institutional Premium Class	Mutual Funds	—	—	$197K	0.2%
Fidelity Freedom Index Income Fund Institutional Premium Class	Mutual Funds	—	—	$167K	0.2%
Fidelity Freedom Index 2060 Fund Institutional Premium Class	Mutual Funds	—	—	$119K	0.1%
American Funds American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$108K	<0.1%
American Funds American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$14K	<0.1%
American Funds American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2K	<0.1%
American Funds American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2K	<0.1%
American Funds American Funds 2015 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2K	<0.1%
American Funds American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom Index 2015 Fund Institutional Premium Class	Mutual Funds	—	—	$2K	<0.1%