Radius Financial Group, Inc. 401(k) Employee Savings Plan
Sponsored by Radius Financial Group, Inc. · EIN 043483190 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 160
- With balances
- 120
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 |
|---|---|---|
| Little House Capital, Llc CRD 290070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Financial Services Llc | Investment advisory (plan), Direct payment from the plan, Custodial (securities) | $32,368 |
| Little House Capital | Investment advisory (plan), Direct payment from the plan | $31,370 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $27,254 |