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Original filing (PDF)20251003120514NAL0001355169001
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Signals · 3
31% in single holdingNo recordkeeper disclosed6 service providers
Active participants
147
Accounts w/ balance
213
Plan assets (EOY)
$116.3M
Net assets (EOY)
$116.3M
How this plan invests
This plan
31 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PCRA Self-Directed Brokerage Account" is 31% of plan.
- 16 bps in Schedule C fees — 63% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC..
Plan sponsor
Name
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.
EIN
95-2669833
Address
8745 AERO DRIVE · SUITE 200 · SAN DIEGO, CA · 921931774
Phone
(858) 244-0280
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
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
GATTO,POPE, & WALWICK,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $97K | — |
| JACOBS & COMPANY LLC | 94-3056301 | — | NONE | $42K | — |
| RG FINANCIAL LLC | 47-5419252 | — | NONE | $25K | — |
| REBALANCE LLC | 45-2585894 | — | NONE | $14K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $2K | — |
Investments
27 direct securities· $113.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $57.1M | 49.1% | |
| Schwab 1000 Index Fund Registered Investment Company | — | — | — | $11.4M | 9.8% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $7.0M | 6.0% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $4.5M | 3.9% | |
| Amcent Ultra Fund CL R6 Registered Investment Company | — | — | — | $3.6M | 3.1% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $3.6M | 3.1% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $3.4M | 2.9% | |
| Vanguard Ttl Bond Market Idx Adm Registered Investment Company | — | — | — | $3.3M | 2.9% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $2.8M | 2.4% | |
| Vanguard Equity Income Admiral Registered Investment Company | — | — | — | $2.6M | 2.2% | |
| Metropolitan West Total Return Registered Investment Company | — | — | — | $1.7M | 1.4% | |
| Schwab Ret Gvmnt Money Fund Money Market | — | — | — | $1.6M | 1.4% | |
| Schwab International Index Fund Registered Investment Company | — | — | — | $1.4M | 1.2% | |
| TROWE QM US SM CAP GRTH EQTY Registered Investment Company | — | — | — | $1.2M | 1.0% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $1.2M | 1.0% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | — | — | — | $1.1M | 1.0% | |
| BNY Mellon Small Cap Stk Idx Inv Registered Investment Company | — | — | — | $996K | 0.9% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $868K | 0.7% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $770K | 0.7% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $765K | 0.7% | |
| due various dates through July 2034 and secured by vested balances. | — | — | — | $594K | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $594K | 0.5% | |
| Victory Small Co Opportunity Registered Investment Company | — | — | — | $500K | 0.4% | |
| Vanguard GNMA Investor Registered Investment Company | — | — | — | $386K | 0.3% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $284K | 0.2% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $43K | <0.1% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $42K | <0.1% |