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: 1,428
- Total Assets: $1.0B
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 | 1,428 | $1.0B | $74.9M | $33.9M |
| 2023 | 1,400 | $843.3M | $42.8M | $31.2M |
| 2022 | 1,379 | $676.9M | $54.6M | $29.4M |
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 | $129,883 | — | $129,883 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $88,854 | — | $88,854 |
| BUCKINGHAM STRATEGIC WEALTH LL | Other Service Provider | $68,844 | — | $68,844 |
| AVIOR WEALTH MANAGEMENT LLC | Other Service Provider | $66,411 | — | $66,411 |
| RNC GENTER CAPITAL MANAGEMENT | Other Service Provider | $28,977 | — | $28,977 |
| CAPWEALTH ADVISORS LLC | Investment Advisor | $26,154 | — | $26,154 |
| CLIFTONLARSONALLEN | Other Service Provider | $25,796 | — | $25,796 |
| MUTUAL ADVISORS LLC | Other Service Provider | $25,755 | — | $25,755 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $18,362 | — | $18,362 |
| WATERLOO CAPITAL LP | Other Service Provider | $17,776 | — | $17,776 |
| FIRST NATIONAL ADVISORS LLC | Investment Advisor | $16,419 | — | $16,419 |
| TRENT CAPITAL MANAGEMENT INC | Other Service Provider | $16,076 | — | $16,076 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $14,821 | — | $14,821 |
| MANAGED ASSET PORTFOLIOS LLC | Other Service Provider | $14,444 | — | $14,444 |
| IFG ADVISORS LLC | Other Service Provider | $11,079 | — | $11,079 |
| STOKER OSTLER WEALTH ADVISORS | Other Service Provider | $8,532 | — | $8,532 |
| THE O'DELL GROUP LLC | Other Service Provider | $7,693 | — | $7,693 |
| LARSON FINANCIAL GROUP LLC | Other Service Provider | $7,358 | — | $7,358 |
| 25 LLC | Other Service Provider | $7,184 | — | $7,184 |
| NICHOLAS HOFFMAN & COMPANY LLC | Other Service Provider | $6,713 | — | $6,713 |
| FISHER INVESTMENTS | Recordkeeper | $5,994 | — | $5,994 |
| MORNINGSTAR INC | Recordkeeper | $5,965 | — | $5,965 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $5,759 | — | $5,759 |
| AZZAD ASSET MANAGEMENT INC | Other Service Provider | $5,753 | — | $5,753 |
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
- CAPWEALTH ADVISORS LLC — Investment Advisor
- FIRST NATIONAL ADVISORS LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- FISHER INVESTMENTS — Recordkeeper
- MORNINGSTAR INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $630,602
- Estimated Expense Ratio: 0.060% 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 | $637,599 | $510,206 | — | — | — |
| 2023 | $540,039 | $439,670 | — | — | — |
| 2022 | $322,994 | $262,084 | — | — | — |