The Randall Group, Inc. Retirement Plan — Form 5500 plan (The Randall Group, Inc.)
Plain-English plan 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, The Randall Group, Inc. Retirement Plan is a benefit plan reported by The Randall Group, Inc. under EIN 93-1147033 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $62,018,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Randall Group, Inc.
- EIN
- 93-1147033
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $62,018,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241004154448NAL0005802051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,018,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,018,118
- Net assets (BOY)
- $54,065,781
Income & contributions
- Employer contributions
- $2,619,616
- Participant contributions
- $1,098,078
- Total contributions
- $3,722,801
- Total income / additions
- $12,307,462
Expenses & distributions
- Benefits paid
- $4,122,058
- Administrative expenses
- $173,390
- Total expenses
- $4,355,125
- Net increase / (decrease)
- $7,952,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Costodial Solutions | CONTRACT ADMINSTRATOR | $105,027 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,363 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Randall Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Principal Costodial Solutions — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation