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Original filing (PDF)20251014121654NAL0005790610001
SWDIC IMAGING CENTER PARTNERSHIP, LLP
Form 5500
FILING_RECEIVED
SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
190
Accounts w/ balance
232
Plan assets (EOY)
$43.0M
Net assets (EOY)
$43.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWDIC IMAGING CENTER PARTNERSHIP, LLP.
Plan sponsor
Name
SWDIC IMAGING CENTER PARTNERSHIP, LLP
DBA
DBA SOUTHWEST DIAGNOSTIC IMAGING CENTER
EIN
75-2008026
Address
8230 WALNUT HILL LANE · SUITE 100 · DALLAS, TX · 75231
Phone
(214) 345-4190
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $35K | — |
Investments
23 direct securities · 1 pooled fund· $43.0M(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
$39.0M
22 holdings
Common Collective Trust
$3.0M
1 holding
Mutual Funds
$911K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE TRP GROWTH STOCK | — | — | — | $6.6M | 15.4% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $5.2M | 12.1% | |
| T ROWE PRICE TRP RETIREMENT 2035 | — | — | — | $5.1M | 11.8% | |
| T ROWE PRICE TRP RETIREMENT 2040 | — | — | — | $3.8M | 8.7% | |
| T ROWE PRICE TRP RETIREMENT 2030 | — | — | — | $3.1M | 7.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.0M | 7.1% | |
| T ROWE PRICE TRP RETIREMENT 2025 | — | — | — | $3.0M | 7.1% | |
| T ROWE PRICE TRP RETIREMENT 2045 | — | — | — | $2.0M | 4.6% | |
| JOHN HANCOCK JOHN HANCOCK DISCIPLINE VAL R6 | — | — | — | $1.9M | 4.5% | |
| INVESCO SMALL CAP GROWTH R6 | — | — | — | $1.6M | 3.8% | |
| T ROWE PRICE TRP RETIREMENT 2050 | — | — | — | $1.5M | 3.5% | |
| PRINCIPAL SMALLCAP VALUE II R6 | — | — | — | $1.2M | 2.7% | |
| T ROWE PRICE TRP OVERSEAS STOCK | — | — | — | $1.1M | 2.5% | |
| of Registered Investment Companies PGIM TOTAL RETURN BOND Z | Mutual Funds | — | — | $911K | 2.1% | |
| T ROWE PRICE TRP RETIREMENT 2015 | — | — | — | $738K | 1.7% | |
| T ROWE PRICE TRP RETIREMENT 2055 | — | — | — | $562K | 1.3% | |
| Participant Loans** Various maturities dates through 2047; interest rates ranging from 4.25% to 9.50% | — | — | — | $403K | 0.9% | |
| T ROWE PRICE TRP RETIREMENT 2020 | — | — | — | $384K | 0.9% | |
| T ROWE PRICE TRP RETIREMENT 2060 | — | — | — | $382K | 0.9% | |
| VANGUARD EXTENDED MKT INDEX | — | — | — | $232K | 0.5% | |
| VANGUARD TOTAL BOND INDEX ADM | — | — | — | $212K | 0.5% | |
| VANGUARD TTL INT STOCK IND ADM | — | — | — | $32K | <0.1% | |
| T ROWE PRICE T ROWE PRICE GOVERNMENT MONEY | — | — | — | $27K | <0.1% | |
| T ROWE PRICE TRP RETIREMENT 2065 | — | — | — | $19K | <0.1% |
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