# Radius Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/radius-holdings-llc-401k-plan

> Radius Holdings LLC's 401(k) plan: 727 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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