Us Radiology Specialists 401(k) Retirement Plan
Sponsored by Us Radiology Specialists, Inc. · EIN 823626023 · Plan #001
- Total assets
- $571M
- Net assets
- $571M
- Active participants
- 4,664
- With balances
- 4,428
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 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Bragg Financial Advisors Inc CRD 108780 | deterministic · 100% | 2024 |
| Rockefeller Financial Llc CRD 291361 | fuzzy_auto · 98% | 2024 |
| Cornerstone Wealth Group, Llc CRD 289971 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $443,396 |
| Creative Planning, Llc | Consulting (general), Investment advisory (participants), Investment management fees (direct) | $269,500 |
| Merrill Lynch | Investment advisory (participants), Investment management, Securities brokerage | $148,041 |
| Ubs Financial Services | Investment advisory (participants), Investment management, Securities brokerage | $70,751 |
| Bragg Financial Advisors | Investment advisory (participants), Investment management, Securities brokerage | $59,947 |
| Suntrust Advisory Services, Inc. | Investment advisory (participants), Investment management, Securities brokerage | $47,609 |
| Morgan Stanley Wealth Management | Investment advisory (participants), Investment management, Securities brokerage | $43,761 |
| Rockerfeller Capital Management | Investment advisory (participants), Investment management fees (direct) | $40,225 |
| Td Ameritrade, Inc. | Investment advisory (participants), Investment management fees (direct) | $29,249 |
| Carolina Capital Consulting | Investment advisory (plan), Investment management fees (direct) | $19,134 |
| Cornerstone Wealth | Investment advisory (participants), Investment management fees (direct) | $13,505 |
| Raymond James Financial Services | Investment advisory (participants), Investment management, Securities brokerage | $12,966 |
| Stifel Nicolaus | Investment advisory (participants), Investment management, Securities brokerage | $11,091 |
| Lumature Wealth | Investment advisory (participants), Investment management fees (direct) | $10,109 |
| Resource Planning Group | Investment advisory (participants), Investment management fees (direct) | $9,651 |
| Northwestern Mutual Financial | Investment advisory (participants), Investment management, Securities brokerage | $8,594 |
| Cbiz Retirement Plan Services | Consulting (pension), Other services | $8,175 |
| Wells Fargo Advisors | Investment advisory (participants), Investment management, Securities brokerage | $6,738 |
| Dixon Hughes Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $5,999 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |