Back to filter
Original filing (PDF)20251014115934NAL0002829617002
RADIOLOGY IMAGING ASSOCIATES P.C.
Form 5500
FILING_RECEIVED
RADIOLOGY IMAGING ASSOCIATES P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
499
Accounts w/ balance
664
Plan assets (EOY)
$149.8M
Net assets (EOY)
$149.8M
How this plan invests
This plan
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIOLOGY IMAGING ASSOCIATES P.C..
Plan sponsor
Name
RADIOLOGY IMAGING ASSOCIATES P.C.
EIN
84-0597929
Address
10800 E. GEDDES AVE., STE. 300 · ENGLEWOOD, CO · 80112
Phone
(303) 761-9190
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $42K | — |
| GLASSMAN WEALTH SERVICES LLC | 27-0896966 | — | NONE | $19K | — |
| MERCER GLOBAL ADVISORS INC | 74-3257877 | — | NONE | $16K | — |
| TRANSITIONS WEALTH MGMT LLC | 84-1483103 | — | NONE | $16K | — |
| SHEARWATER CAPITAL LLC | 43-1856252 | — | NONE | $10K | — |
| WAKEFIELD ASSET MGMT LLLP | 20-8251802 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $881 | — |
Investments
26 direct securities· $191.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $45.8M | 30.6% | |
| Charles Schwab** Personal Choice Retirement | — | — | — | $41.8M | 27.9% | |
| Fidelity 500 Index | — | — | — | $18.2M | 12.1% | |
| Vanguard Extended Market Index Inst | — | — | — | $10.8M | 7.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $9.8M | 6.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $9.1M | 6.1% | |
| Vanguard total Intl Stk INST | — | — | — | $7.5M | 5.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $6.1M | 4.1% | |
| Vanguard Total Bd Mkt index inst | — | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $5.5M | 3.7% | |
| SCHWAB US LG CAP GRTH INDX Registered Investment Company | — | — | — | $5.1M | 3.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $4.1M | 2.8% | |
| Personal Choice Retirement 2 | — | — | — | $4.0M | 2.7% | |
| Schwab Total Stk Market Index | — | — | — | $3.9M | 2.6% | |
| Fidelity Real Estate Index | — | — | — | $2.3M | 1.5% | |
| Vanguard Money market fund - Federal Money Market Fund | — | — | — | $2.2M | 1.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $2.0M | 1.4% | |
| Vanguard Inflation Protect ADM | — | — | — | $1.8M | 1.2% | |
| SCHWAB US LG CAP VAL INDX Registered Investment Company | — | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.1M | 0.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $982K | 0.7% | |
| Vanguard Target Retirement Income | — | — | — | $943K | 0.6% | |
| Fidelity Emerg Markets IDX | — | — | — | $686K | 0.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $486K | 0.3% | |
| Participants** Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $330K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $155K | 0.1% |