Plan Snapshot
- Plan Sponsor: Radiology Partners INC
- Sponsor EIN: 461413340
- Sponsor Address: 12554 RIATA VISTA CIRCLE, AUSTIN, TX, 78727
- Plan Type: 401(k)
- Total Participants: 4,389
- Total Assets: $412.4M
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 | 4,389 | $412.4M | $17.3M | $22.8M |
| 2023 | 4,991 | $358.9M | $10.4M | $22.2M |
| 2022 | 5,049 | $311.7M | $14.4M | $20.5M |
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 | $133,346 | — | $133,346 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $91,477 | — | $91,477 |
| MORNINGSTAR INC | Recordkeeper | $80,369 | — | $80,369 |
| BUCKINGHAM STRATEGIC WEALTH LL | Other Service Provider | $17,221 | — | $17,221 |
| FIRST NATIONAL ADVISORS LLC | Investment Advisor | $16,684 | — | $16,684 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $15,336 | — | $15,336 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $14,774 | — | $14,774 |
| DEPENDABLE ALTERNATIVE | Other Service Provider | $13,233 | — | $13,233 |
| FRANKLIN STREET ADVISORS INC | Other Service Provider | $12,214 | — | $12,214 |
| FISHER INVESTMENTS | Recordkeeper | $10,464 | — | $10,464 |
| MATSON MONEY INC | Other Service Provider | $8,336 | — | $8,336 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $7,687 | — | $7,687 |
| WEALTH ENHANCEMENT ADVISORY SE | Other Service Provider | $7,212 | — | $7,212 |
| HUB INVESTMENT PARTNERS LLC | Other Service Provider | $6,171 | — | $6,171 |
| VALMARK ADVISERS INC | Other Service Provider | $5,683 | — | $5,683 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
- MORNINGSTAR INC — Recordkeeper
- FIRST NATIONAL ADVISORS LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- FISHER INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $440,207
- Estimated Expense Ratio: 0.107% 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 | $427,915 | $335,401 | — | — | — |
| 2023 | $426,933 | $344,259 | — | — | — |
| 2022 | $587,561 | $272,068 | — | — | — |