Plan Snapshot
- Plan Sponsor: Radiology Associates, P.C.
- Sponsor EIN: 930593725
- Sponsor Address: 445 HARLOW ROAD, SPRINGFIELD, OR, 97477
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $40.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 67 | $40.5M | $1.2M | $830,265 |
| 2023 | 132 | $31.1M | $1.3M | $802,219 |
| 2022 | 101 | $24.5M | $1.2M | $723,414 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SITNER & NELSON, LLC | INVESTMENT ADVISOR | $29,764 | — | $29,764 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $17,997 | — | $17,997 |
| LAURELA, ROUNDY & ASSOCIATES | INVESTMENT ADVISOR | $5,639 | — | $5,639 |
| JONES & ROTH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,400
- Estimated Expense Ratio: 0.132% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $99,409 | $64,988 | $34,421 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |