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: 814
- Total Assets: $129.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 814 | $129.7M | $20.3M | $14.6M |
| 2023 | 1,017 | $116.2M | $17.7M | $15.3M |
| 2022 | 888 | $78.9M | $9.6M | $10.9M |
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 SERVICE, INC | Recordkeeper | $29,556 | — | $29,556 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $13,557 | — | $13,557 |
| CHARLESTON FINANCIAL ADVISORS | Other Service Provider | $9,854 | — | $9,854 |
| MORNINGSTAR INC | Recordkeeper | $6,259 | — | $6,259 |
| MUTUAL ADVISORS LLC | Other Service Provider | $5,168 | — | $5,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICE, INC — Recordkeeper
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
- MORNINGSTAR INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,394
- Estimated Expense Ratio: 0.050% 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 | $66,915 | $47,537 | — | — | — |
| 2023 | $52,495 | $37,433 | — | — | — |
| 2022 | $27,317 | $18,603 | — | — | — |