Radiology Partners, Inc. 401(k) Profit Sharing Plan
Sponsored by Radiology Partners Inc · EIN 461413340 · Plan #001
- Total assets
- $412M
- Net assets
- $412M
- Active participants
- 4,389
- With balances
- 6,800
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| First National Advisers, Llc CRD 277146 | fuzzy_auto · 98% | 2024 |
| Franklin Street Advisors, Inc. CRD 106275 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Matson Money, Inc. CRD 110425 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $133,346 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $91,477 |
| Morningstar Inc | Investment management, Direct payment from the plan | $80,369 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $17,221 |
| First National Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,684 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $15,336 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $14,774 |
| Dependable Alternative | Investment advisory (participants), Direct payment from the plan | $13,233 |
| Franklin Street Advisors Inc | Investment advisory (participants), Direct payment from the plan | $12,214 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $10,464 |
| Matson Money Inc | Investment advisory (participants), Direct payment from the plan | $8,336 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $7,687 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $7,212 |
| Hub Investment Partners Llc | Investment advisory (participants), Direct payment from the plan | $6,171 |
| Valmark Advisers Inc | Investment advisory (participants), Direct payment from the plan | $5,683 |