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Original filing (PDF)20251015144934NAL0010165282001
GEM STATE RADIOLOGY LLP
Form 5500
FILING_RECEIVED
GEM STATE RADIOLOGY PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
82% in single holdingNo recordkeeper disclosed
Active participants
138
Accounts w/ balance
164
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: BLACKROCK EQUITY INDEX FUND (extraction pending)]" is 82% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEM STATE RADIOLOGY LLP.
Plan sponsor
Name
GEM STATE RADIOLOGY LLP
EIN
82-6041596
Address
877 W MAIN ST STE 603 · BOISE, ID · 837026070
Phone
(208) 384-9060
Industry
Offices of Physicians· Health Care & Social Assistancesee all
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 93-0646988 | — | INVESTMENT ADVISOR | $59K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $40K | — |
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $8K | — |
Investments
7 pooled funds· $1.8M(6% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX I GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $183K | 0.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $54K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 000 | Common Collective Trust | — | — | $38K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $16K | $17K | <0.1% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $10K | <0.1% | |
| BLACKROCK US DEBT INDEX I GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $6K | $7K | <0.1% |
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