2023 Form 5500 filing — The Randall Group, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004154448NAL0005802051001) for The Randall Group, Inc. Retirement Plan, reported by The Randall Group, Inc. under EIN 93-1147033 and plan number 002. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004154448NAL0005802051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Randall Group, Inc.
- EIN
- 93-1147033
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,018,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,018,118
- Employer contributions
- $2,619,616
- Participant contributions
- $1,098,078
- Total income / additions
- $12,307,462
- Benefits paid
- $4,122,058
- Administrative expenses
- $173,390
- Total expenses
- $4,355,125
- Net increase / (decrease)
- $7,952,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Costodial Solutions | CONTRACT ADMINSTRATOR | $105,027 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,363 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |