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Original filing (PDF)20251007145254NAL0004752097001
RADIA, INC., P.S.
Form 5500
FILING_RECEIVED
RADIA, INC., P.S. 401(K) PLAN
401(k) retirement plan
Active participants
662
Accounts w/ balance
890
Plan assets (EOY)
$310.9M
Net assets (EOY)
$310.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIA, INC., P.S..
Plan sponsor
Name
RADIA, INC., P.S.
EIN
91-1853574
Address
19020 33RD AVE WEST · SUITE 210 · LYNNWOOD, WA · 98036
Phone
(425) 563-1580
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
2025-10-07
Pension benefit codes
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $31K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOSLIN CAPITAL ADVISORS, LLC | 82-1946426 | — | INVESTMENT ADVISOR | $83K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | AUDITOR | $9K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K & L GATES | — | SEATTLE, WA | ATTORNEY | $15K | — |
Investments
32 direct securities· $290.2M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Registered Investment Company | — | — | — | $39.7M | 12.8% | |
| Fidelity® Contrafund® K6 Registered Investment Company | — | — | — | $25.0M | 8.1% | |
| Vanguard Total Mkt Stock Idx Adm Registered Investment Company | — | — | — | $16.5M | 5.3% | |
| Dodge & Cox Stock Fund X Registered Investment Company | — | — | — | $15.7M | 5.0% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Company | — | — | — | $15.2M | 4.9% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Company | — | — | — | $14.9M | 4.8% | |
| Vanguard Capital Opportunity Adm Registered Investment Company | — | — | — | $13.4M | 4.3% | |
| Vanguard Federal Money Market Investor Money Market Fund | — | — | — | $13.2M | 4.2% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $11.1M | 3.6% | |
| American Funds Fundamental Invs R6 Registered Investment Company | — | — | — | $10.2M | 3.3% | |
| American Funds 2030 Trgt Date Retire R6 Registered Investment Company | — | — | — | $10.0M | 3.2% | |
| T. Rowe Price Spectrum Income I Registered Investment Company | — | — | — | $9.3M | 3.0% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $9.1M | 2.9% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Company | — | — | — | $8.0M | 2.6% | |
| TCW MetWest Total Return Bd Plan Registered Investment Company | — | — | — | $8.0M | 2.6% | |
| Dodge & Cox International Stock Fund X Registered Investment Company | — | — | — | $7.8M | 2.5% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Company | — | — | — | $7.5M | 2.4% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Company | — | — | — | $7.5M | 2.4% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $7.1M | 2.3% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $6.5M | 2.1% | |
| American Funds 2020 Trgt Date Retire R6 Registered Investment Company | — | — | — | $6.2M | 2.0% | |
| Small Cap World Fund Class R-6 Registered Investment Company | — | — | — | $5.5M | 1.8% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $5.4M | 1.7% | |
| Vanguard Short-Term Bond Index Adm Registered Investment Company | — | — | — | $4.2M | 1.3% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Company | — | — | — | $3.6M | 1.2% | |
| Vanguard Inflation-Protected Secs Adm Registered Investment Company | — | — | — | $3.3M | 1.1% | |
| American Funds 2015 Trgt Date Retire R6 Registered Investment Company | — | — | — | $2.0M | 0.6% | |
| Vanguard Ultra- Short Term Bond Admiral Registered Investment Company | — | — | — | $1.6M | 0.5% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.5M | 0.5% | |
| American Funds 2065 Trgt Date Retire R6 Registered Investment Company | — | — | — | $825K | 0.3% | |
| maturing through October 2034 0 | — | — | — | $583K | 0.2% | |
| American Funds 2010 Trgt Date Retire R6 Registered Investment Company | — | — | — | $66K | <0.1% |