Radiology Partners, Inc. Partner Plan
Sponsored by Radiology Partners, Inc. · EIN 461413340 · Plan #003
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,428
- With balances
- 1,715
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 |
| Avior Wealth Management, Llc CRD 148674 | deterministic · 100% | 2024 |
| Capwealth Advisors, Llc CRD 148781 | deterministic · 100% | 2024 |
| Mutual Advisors, Llc CRD 167658 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Waterloo Capital, L.P. CRD 133705 | deterministic · 100% | 2024 |
| First National Advisers, Llc CRD 277146 | fuzzy_auto · 98% | 2024 |
| Trunorth Capital Management, L.L.C. CRD 165285 | fuzzy_auto · 95% | 2024 |
| Managed Asset Portfolios, Llc CRD 109574 | deterministic · 100% | 2024 |
| Ifg Advisors, Llc CRD 172329 | deterministic · 100% | 2024 |
| Stoker Ostler Wealth Advisors, Inc. CRD 111320 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Nicholas Hoffman & Company, Llc CRD 144516 | fuzzy_auto · 96% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Azzad Asset Management, Inc. CRD 111291 | 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 | $129,883 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $88,854 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $68,844 |
| Avior Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $66,411 |
| Rnc Genter Capital Management | Investment advisory (participants), Direct payment from the plan | $28,977 |
| Capwealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $26,154 |
| Cliftonlarsonallen | Investment advisory (participants), Direct payment from the plan | $25,796 |
| Mutual Advisors Llc | Investment advisory (participants), Direct payment from the plan | $25,755 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $18,362 |
| Waterloo Capital Lp | Investment advisory (participants), Direct payment from the plan | $17,776 |
| First National Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,419 |
| Trent Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $16,076 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $14,821 |
| Managed Asset Portfolios Llc | Investment advisory (participants), Direct payment from the plan | $14,444 |
| Ifg Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,079 |
| Stoker Ostler Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $8,532 |
| The O'dell Group Llc | Investment advisory (participants), Direct payment from the plan | $7,693 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $7,358 |
| 25 Llc | Investment advisory (participants), Direct payment from the plan | $7,184 |
| Nicholas Hoffman & Company Llc | Investment advisory (participants), Direct payment from the plan | $6,713 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,994 |
| Morningstar Inc | Investment advisory (participants), Direct payment from the plan | $5,965 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $5,759 |
| Azzad Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $5,753 |