Plan Snapshot
- Plan Sponsor: Randall-Reilly, LLC
- Sponsor EIN: 203644751
- Sponsor Address: PO BOX 2029, TUSCALOOSA, AL, 35403
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $32.1M
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 | 360 | $32.1M | $304,326 | $3.8M |
| 2023 | 553 | $42.0M | $300,000 | $4.2M |
| 2022 | 580 | $33.8M | $200,000 | $3.7M |
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 |
|---|---|---|---|---|
| MORRISON & SMITH, LLP | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORRISON & SMITH, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.047% 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 | $100,993 | $91,121 | — | $15,000 | — |
| 2023 | $89,631 | $80,472 | — | $15,000 | — |
| 2022 | $73,238 | — | — | — | — |