Plan Snapshot
- Plan Sponsor: Radius Holdings LLC
- Sponsor EIN: 320403214
- Sponsor Address: 50 WEST SKIPPACK PIKE, AMBLER, PA, 19002
- Plan Type: 401(k)
- Total Participants: 727
- Total Assets: $19.7M
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 | 727 | $19.7M | $210,262 | $1.5M |
| 2023 | 698 | $18.1M | $200,067 | $1.4M |
| 2022 | 479 | $15.6M | $173,032 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $5,665 | — | $5,665 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,665
- Estimated Expense Ratio: 0.029% 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 | $164,549 | — | $148,533 | $5,665 | — |
| 2023 | $211,329 | $57,630 | $128,749 | $15,450 | — |
| 2022 | $143,685 | — | $117,594 | — | $26,091 |