Retirement plan

EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC.

Name: WILLIAM A. RANDOLPH, INC. - EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC. (2025) Form 5500
Creator: WILLIAM A. RANDOLPH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC., WILLIAM A. RANDOLPH, INC.

WILLIAM A. RANDOLPH, INC.EIN 36-2488596Plan #001PY 2025

820 LAKESIDE DR., SUITE 3 - GURNEE, IL 60031847-856-0123LinkedIn1-10 employeesaccounting

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$13.2M

+24.3% from 2024

Total participants

138

+11.3% from 2024

Average account balance

$125,966

+10.1% from 2024

Annual return

19.89%

+4.05 pp from 2024

Benchmarks

See 1,499 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,499 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.23M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$126K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

105

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7336

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$770K

$6473 / participant

Other / not subdivided$770K100.0%

% of EOY assets

5.824%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,966

$83,369+51.1%

$105,223+19.7%

$67,986+85.3%

Participation rate

72.3%

56.3%+16.0pp

75.0%-2.8pp

57.2%+15.1pp

Annual return

19.89%

24.64%-4.8pp

180.65%-160.8pp

31.67%-11.8pp

Employer contribution / active EE

$3,691

$2,541+45.3%

$3,689+0.1%

$2,019+82.9%

Participant deferral / active EE

$5,799

$3,295+76.0%

$5,072+14.3%

$3,358+72.7%

Admin fee / account holder

$7,336

$4,073+80.1%

$8,859-17.2%

$3,203+129.0%

EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion