Plan Snapshot
- Plan Sponsor: Radiology Imaging Associates P.C.
- Sponsor EIN: 840597929
- Sponsor Address: 10800 E. GEDDES AVE., STE. 300, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 499
- Total Assets: $149.8M
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 | 499 | $149.8M | $6.1M | $4.6M |
| 2023 | 475 | $124.6M | $5.5M | $4.3M |
| 2022 | 453 | $101.4M | $4.8M | $3.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $41,809 | — | $41,809 |
| GLASSMAN WEALTH SERVICES LLC | Other Service Provider | $19,386 | — | $19,386 |
| MERCER GLOBAL ADVISORS INC | Other Service Provider | $15,857 | — | $15,857 |
| TRANSITIONS WEALTH MGMT LLC | Other Service Provider | $15,747 | — | $15,747 |
| SHEARWATER CAPITAL LLC | Other Service Provider | $9,863 | — | $9,863 |
| WAKEFIELD ASSET MGMT LLLP | Other Service Provider | $5,105 | — | $5,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,767
- Estimated Expense Ratio: 0.072% 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 | $100,103 | $79,683 | — | — | — |
| 2023 | $106,034 | $86,042 | — | — | — |
| 2022 | $91,337 | $54,955 | — | — | — |