Radiology Partners, Inc. Associate Plan
Sponsored by Radiology Partners Inc · EIN 461413340 · Plan #002
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 814
- With balances
- 931
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 |
| Charleston Financial Advisors, Llc CRD 137536 | deterministic · 100% | 2024 |
| Mutual Advisors, Llc CRD 167658 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Service, Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $29,556 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $13,557 |
| Charleston Financial Advisors | Investment advisory (participants), Direct payment from the plan | $9,854 |
| Morningstar Inc | Investment management, Direct payment from the plan | $6,259 |
| Mutual Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,168 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,463 |