Plan Snapshot
- Plan Sponsor: Rand Worldwide Subsidiary, INC.
- Sponsor EIN: 522023997
- Sponsor Address: 11201 DOLFIELD BLVD., OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $76.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 396 | $76.7M | $2.0M | $4.8M |
| 2023 | 394 | $68.5M | $1.9M | $4.7M |
| 2022 | 369 | $56.3M | $1.7M | $4.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,906 | — | $16,906 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,906
- Estimated Expense Ratio: 0.022% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,425 | $16,906 | — | — | — |
| 2023 | $8,803 | $14,297 | — | — | — |
| 2022 | $8,412 | $10,562 | — | — | — |