Plan Ledger DOL Form 5500 · updated monthly

Radius Holdings LLC401(k)

RADIUS GLOBAL SOLUTIONS 401(K) PLAN · AMBLER, PA · plan year 2024

Reported admin expense ratio · 2024
0.87%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Radius Holdings LLC reported $164,549 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~90% of peers. Employer contributions averaged $289 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.87%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,550th-largest of 3,651 plans among Pennsylvania employers on file, and 3,096th of 4,798 in finance & insurance. In 2024, employees put in $7.13 for every $1.00 the employer contributed; active participation has grown from 479 to 727 since 2022.

Plan summary
Net assets, end of year$19,692,915
Participants with balances388
Active participants727
Employer contributions$210,262
Employee contributions$1,498,515
Employer contribution per active participant$289
Average account balance$50,755
Benefits paid to participants$3,422,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.7M · 388 accts · $210K emplr
2023$18.1M · 403 accts · $200K emplr
2022$15.6M · 356 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$157,823
Audit (IQPA)$5,665
Total administrative$164,549
The Radius Holdings LLC 401(k) match · 2024
Employer contribution per active participant$289
Median for plans this size$2,416
2024$289 per active participant
2023$287 per active participant
2022$361 per active participant

Radius Holdings LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$148,533
EMPLOYEE BENEFIT SYSTEMS, INC · Recordkeeping · Loan processing$9,290
RADIUS HOLDINGS LLC$5,665
MORGAN STANLEY SMITH BARNEY · Insurance broker · Insurance servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EMPLOYEE BENEFIT SYSTEMS, INC, Transamerica
2023EMPLOYEE BENEFIT SYSTEMS, INC, Transamerica

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Administrative cost history3
2024$164,549 · 0.87%
2023$211,329 · 1.26%
2022$143,685 · 0.86%
Same employer
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Fncb Bank PA$20.4M · 0.08%
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Traditions Bank PA$19.4M · 0.31%
Journey Bank PA$18.5M · 0.23%
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Source: U.S. Department of Labor, Form 5500 series, EIN 320403214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.