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Original filing (PDF)20260212123700NAL0000199104001
MEMORIAL MRI & DIAGNOSTIC, PLLC
Form 5500
FILING_RECEIVED
MEMORIAL MRI & DIAGNOSTIC, PLLC 401 (K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.9 moNo recordkeeper disclosed
Active participants
383
Accounts w/ balance
166
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEMORIAL MRI & DIAGNOSTIC, PLLC.
Plan sponsor
Name
MEMORIAL MRI & DIAGNOSTIC, PLLC
EIN
76-0677442
Address
11740 KATY FREEWAY - SUITE 1300 · HOUSTON, TX · 77079
Phone
(713) 275-1606
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
2026-02-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE ARMSTRONG GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS, | 82-1364595 | — | INVESTMENT ADVISOR | $3K | — |
TPA / Administrator
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | — | APPLETON, WI | TPA | $3K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | CONTRACT ADMIN | $700 | — |
| ROGER BLACKMON | — | HOUSTON, TX | PPA/TPA | $125 | — |
| NATIONWIDE | 31-4177100 | — | CONTRACT ADMIN | $75 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.