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Original filing (PDF)20251015060743NAL0007949250001
US RADIOLOGY SPECIALISTS, INC.
Form 5500
FILING_RECEIVED
US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
28% in single holdingNo recordkeeper disclosed20 service providers
Active participants
4,664
Accounts w/ balance
4,428
Plan assets (EOY)
$571.0M
Net assets (EOY)
$571.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Matrix Trust Company Self-Directed Brokerage Accounts" is 28% of plan.
- 22 bps in Schedule C fees — 267% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US RADIOLOGY SPECIALISTS, INC..
Plan sponsor
Name
US RADIOLOGY SPECIALISTS, INC.
EIN
82-3626023
Address
4200 SIX FORKS ROAD · SUITE 1000 · RALEIGH, NC · 27609
Phone
(919) 763-1100
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
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
Other
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $443K | — |
| CREATIVE PLANNING, LLC | 43-1270780 | — | NONE | $270K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $148K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $71K | — |
| BRAGG FINANCIAL ADVISORS | — | CHARLOTTE, NC | NONE | $60K | — |
| SUNTRUST ADVISORY SERVICES, INC. | — | CHARLOTTE, NC | NONE | $48K | — |
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | — | NONE | $44K | — |
| ROCKERFELLER CAPITAL MANAGEMENT | — | WILMINGTON, NC | NONE | $40K | — |
| 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 | — |
| CBIZ RETIREMENT PLAN SERVICES | — | PHILADELPHIA, PA | NONE | $8K | — |
| WELLS FARGO ADVISORS | — | BIRMINGHAM, AL | NONE | $7K | — |
| DIXON HUGHES WEALTH ADVISORS | 56-2072681 | — | NONE | $6K | — |
Investments
25 direct securities · 13 pooled funds· $561.4M(98% 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
$294.8M
25 holdings
Common Collective Trust
$260.4M
12 holdings
Pooled Separate Account
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Company Self-Directed Brokerage Accounts | — | — | — | $156.3M | 27.4% | |
| Vanguard Institutional Index I | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $7.2M | 1.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $6.7M | 1.2% | |
| iShares MSCI Total International Index Fund K | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.4M | 1.0% | |
| Janus Henderson Enterprise T | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.5M | 0.4% | |
| Participants Notes Receivable from Participants Rates from 3.25% to 10.00% - | — | — | — | $2.5M | 0.4% | |
| Invesco Discovery | — | — | — | $2.4M | 0.4% | |
| Fidelity Adv Small Cap V | — | — | — | $2.4M | 0.4% | |
| Cohen & Steers Global Realty I | — | — | — | $2.2M | 0.4% | |
| Vanguard Inflation Protected Secs Admiral | — | — | — | $1.9M | 0.3% | |
| American New World | — | — | — | $1.7M | 0.3% | |
| PGIM Total Return Bond R6 | — | — | — | $1.5M | 0.3% | |
| PIMCO High Yield Institutional | — | — | — | $1.4M | 0.2% | |
| Vanguard Total International Bond Index Admirl | — | — | — | $1.1M | 0.2% | |
| Matrix Trust Company Retirement Cash | — | — | — | $921K | 0.2% | |
| Invesco International Small-Mid Company Fund Y | — | — | — | $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 | — | — | — | $278K | <0.1% | |
| Vanguard Ultra Short Term Bond Admiral | — | — | — | $28K | <0.1% |