William Foster signed US Radiology Specialists, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Radiology Specialists, Inc.'s EIN is 82-3626023.
Download the official 2024 Form 5500 (PDF) for US Radiology Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Radiology Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $443K | — |
| CBIZ RETIREMENT PLAN SERVICES |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PHILADELPHIA, PA |
| NONE |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS | — | CHARLOTTE, NC | NONE | $60K | — |
| ROCKERFELLER CAPITAL MANAGEMENT | — | WILMINGTON, NC | NONE | $40K | — |
| WELLS FARGO ADVISORS | — | BIRMINGHAM, AL | NONE | $7K | — |
| DIXON HUGHES WEALTH ADVISORS | 56-2072681 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | NONE | $270K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $148K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $71K | — |
| SUNTRUST ADVISORY SERVICES, INC. | — | CHARLOTTE, NC | NONE | $48K | — |
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | — | NONE | $44K | — |
| TD AMERITRADE, INC. | 47-0533629 | — | NONE | $29K | — |
| CAROLINA CAPITAL CONSULTING | 56-1879090 | — | NONE | $19K | — |
| CORNERSTONE WEALTH | — | BELMONT, NC | NONE | $14K | — |
| RAYMOND JAMES FINANCIAL SERVICES | — | CHAPEL HILL, NC | NONE | $13K | — |
| STIFEL NICOLAUS | — | PINEHURST, NC | NONE | $11K | — |
| LUMATURE WEALTH | — | ALPHARETTA, GA | NONE | $10K | — |
| RESOURCE PLANNING GROUP | — | ATLANTA, GA | NONE | $10K | — |
| NORTHWESTERN MUTUAL FINANCIAL | — | PRIOR LAKE, MN | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $156.3M | 27.4% | |
| Vanguard Institutional Index I | Mutual Funds | — | — | $49.3M | 8.6% | |
| VANGUARD TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $47.4M | 8.3% | |
| VANGUARD TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $46.2M | 8.1% | |
| VANGUARD TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $45.9M | 8.0% | |
| VANGUARD TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $36.2M | 6.3% | |
| VANGUARD TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $27.1M | 4.8% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $24.6M | 4.3% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $18.7M | 3.3% | |
| VANGUARD TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.4M | 2.2% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $8.6M | 1.5% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $7.2M | 1.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $6.7M | 1.2% | |
| iShares MSCI Total International Index Fund K | Common Collective Trusts | — | — | $6.5M | 1.1% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.2M | 1.1% | |
| Reliance New York Life Anchor Account | Other securities | — | — | $6.2M | 1.1% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.2M | 1.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $5.4M | 1.0% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $5.2M | 0.9% | |
| VANGUARD TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.6% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $3.0M | 0.5% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $2.5M | 0.4% | |
| Participants Notes Receivable from Participants Rates from 3.25% to 10.00% - | Bonds / Notes | — | — | $2.5M | 0.4% | |
| Invesco Discovery | Mutual Funds | — | — | $2.4M | 0.4% | |
| Fidelity Adv Small Cap V | Mutual Funds | — | — | $2.4M | 0.4% | |
| Cohen & Steers Global Realty I | Other securities | — | — | $2.2M | 0.4% | |
| Vanguard Inflation Protected Secs Admiral | Mutual Funds | — | — | $1.9M | 0.3% | |
| American New World | Other securities | — | — | $1.7M | 0.3% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $1.5M | 0.3% | |
| PIMCO High Yield Institutional | Mutual Funds | — | — | $1.4M | 0.2% | |
| Vanguard Total International Bond Index Admirl | Mutual Funds | — | — | $1.1M | 0.2% | |
| Matrix Trust Company Retirement Cash | Cash / Money Market | — | — | $921K | 0.2% | |
| Invesco International Small-Mid Company Fund Y | Mutual Funds | — | — | $852K | 0.1% | |
| VANGUARD TARGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $490K | <0.1% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | — | $278K | <0.1% | |
| Vanguard Ultra Short Term Bond Admiral | Mutual Funds | — | — | $28K | <0.1% |
