Plan Snapshot
- Plan Sponsor: Raleigh Radiology Associates, INC.
- Sponsor EIN: 560954803
- Sponsor Address: 5220 GREENS DAIRY RD., RALEIGH, NC, 27616
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $70.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $70.5M | $3.0M | $1.6M |
| 2023 | 191 | $58.0M | $2.3M | $1.3M |
| 2022 | 162 | $47.9M | $2.1M | $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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $80,110 | $21 | $80,131 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $29,098 | — | $29,098 |
| LOREN D. STARK COMPANY | OTHER SERVICES | — | $20,142 | $20,142 |
| AC CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,371
- Estimated Expense Ratio: 0.183% 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 | $169,129 | — | $169,129 | — | — |
| 2023 | $142,516 | — | $142,516 | — | — |
| 2022 | $147,391 | — | — | — | $147,391 |