Radiology Imaging Associates P.C. Profit Sharing Plan
Sponsored by Radiology Imaging Associates P.C. · EIN 840597929 · Plan #003
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 499
- With balances
- 664
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 |
|---|---|---|
| Glassman Wealth Services, Llc CRD 151478 | deterministic · 100% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
| Shearwater Capital, Llc CRD 115399 | deterministic · 100% | 2024 |
| Wakefield Asset Management, Lllp CRD 143720 | fuzzy_auto · 96% | 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 | $41,809 |
| Glassman Wealth Services Llc | Investment advisory (participants), Direct payment from the plan | $19,386 |
| Mercer Global Advisors Inc | Investment advisory (participants), Direct payment from the plan | $15,857 |
| Transitions Wealth Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $15,747 |
| Shearwater Capital Llc | Investment advisory (participants), Direct payment from the plan | $9,863 |
| Wakefield Asset Mgmt Lllp | Investment advisory (participants), Direct payment from the plan | $5,105 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $881 |