Plan Snapshot
- Plan Sponsor: Us Radiology Specialists, INC.
- Sponsor EIN: 823626023
- Sponsor Address: 4200 SIX FORKS ROAD, RALEIGH, NC, 27609
- Plan Type: 401(k)
- Total Participants: 4,664
- Total Assets: $571.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,664 | $571.0M | $25.2M | $19.5M |
| 2023 | 2,284 | $447.5M | $19.3M | $13.7M |
| 2022 | 2,330 | $382.4M | $18.4M | $12.8M |
| 2019 | 500 | $166.5M | $0 | $0 |
| 2018 | 427 | $131.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $443,396 | — | $443,396 |
| CREATIVE PLANNING, LLC | Investment Advisor | $269,500 | — | $269,500 |
| MERRILL LYNCH | Investment Advisor | $148,041 | — | $148,041 |
| UBS FINANCIAL SERVICES | Recordkeeper | $70,751 | — | $70,751 |
| BRAGG FINANCIAL ADVISORS | Other Service Provider | $59,947 | — | $59,947 |
| SUNTRUST ADVISORY SERVICES, INC. | Other Service Provider | $47,609 | — | $47,609 |
| MORGAN STANLEY WEALTH MANAGEMENT | Recordkeeper | $43,761 | — | $43,761 |
| ROCKERFELLER CAPITAL MANAGEMENT | Other Service Provider | $40,225 | — | $40,225 |
| TD AMERITRADE, INC. | Other Service Provider | $29,249 | — | $29,249 |
| CAROLINA CAPITAL CONSULTING | Other Service Provider | $19,134 | — | $19,134 |
| CORNERSTONE WEALTH | Other Service Provider | $13,505 | — | $13,505 |
| RAYMOND JAMES FINANCIAL SERVICES | Other Service Provider | $12,966 | — | $12,966 |
| STIFEL NICOLAUS | Other Service Provider | $11,091 | — | $11,091 |
| LUMATURE WEALTH | Other Service Provider | $10,109 | — | $10,109 |
| RESOURCE PLANNING GROUP | Other Service Provider | $9,651 | — | $9,651 |
| NORTHWESTERN MUTUAL FINANCIAL | Other Service Provider | $8,594 | — | $8,594 |
| CBIZ RETIREMENT PLAN SERVICES | Other Service Provider | $8,175 | — | $8,175 |
| WELLS FARGO ADVISORS | Other Service Provider | $6,738 | — | $6,738 |
| DIXON HUGHES WEALTH ADVISORS | Other Service Provider | $5,999 | — | $5,999 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
- MERRILL LYNCH — Investment Advisor
- UBS FINANCIAL SERVICES — Recordkeeper
- MORGAN STANLEY WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,258,441
- Estimated Expense Ratio: 0.220% 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 | $1,269,309 | — | $439,211 | $820,355 | — |
| 2023 | $850,060 | $611,266 | $228,733 | — | — |
| 2022 | $882,296 | $447,698 | $247,915 | — | $177,309 |
| 2019 | $344,896 | $337,988 | — | — | $4,235 |
| 2018 | $319,539 | $312,534 | — | — | $3,579 |