Plan Snapshot
- Plan Sponsor: Radius Global Marketing Research LLC
- Sponsor EIN: 264426978
- Sponsor Address: 120 FIFTH AVENUE, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $21.5M
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 | 215 | $21.5M | $550,888 | $1.4M |
| 2023 | 148 | $18.2M | $542,899 | $1.3M |
| 2022 | 144 | $16.6M | $485,933 | $1.2M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | NONE | $46,653 | — | $46,653 |
| WILLIAM BLAIR AND CO | NONE | $30,998 | — | $30,998 |
| ASCENSUS LLC | NONE | $17,282 | $1,151 | $18,433 |
| NAWROCKI SMITH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES — NONE
- NAWROCKI SMITH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,084
- Estimated Expense Ratio: 0.446% 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 | $94,933 | $77,651 | $17,282 | — | — |
| 2023 | $82,244 | $66,014 | $16,230 | — | — |
| 2022 | $84,805 | $69,554 | $15,251 | — | — |