Radiology Associates, P.C. Employee Savings Plan
Sponsored by Radiology Associates, P.C. · EIN 930593725 · Plan #003
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 67
- With balances
- 139
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 |
|---|---|---|
| Sittner & Nelson, Llc CRD 309757 | fuzzy_auto · 94% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sitner & Nelson, Llc | Investment advisory (participants) | $29,764 |
| Creative Planning Llc | Investment advisory (participants) | $17,997 |
| Laurela, Roundy & Associates | Investment advisory (participants) | $5,639 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $650 |