Plan Snapshot
- Plan Sponsor: Radius Financial Group, INC.
- Sponsor EIN: 043483190
- Sponsor Address: 600 LONGWATER DRIVE, SUITE 107, NORWELL, MA, 02061
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 160 | $19.5M | $339 | $713,843 |
| 2023 | 154 | $17.1M | $269,396 | $784,007 |
| 2022 | 155 | $14.2M | $319,909 | $1.1M |
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 |
|---|---|---|---|---|
| PARKS & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARKS & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $90,993 | $59,872 | — | — | — |
| 2023 | $88,342 | $59,392 | — | — | — |
| 2022 | $94,274 | $59,049 | — | — | $35,225 |