Plan Snapshot
- Plan Sponsor: The Randolph Company
- Sponsor EIN: 741217162
- Sponsor Address: 11950 ALIEF CLODINE ROAD, HOUSTON, TX, 77082
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $11.3M
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 | 114 | $11.3M | $84,524 | $477,187 |
| 2023 | 146 | $10.3M | $90,480 | $456,248 |
| 2022 | 144 | $9.2M | $88,885 | $426,507 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $17,157 | $17,157 |
| ABIP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
- ABIP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,157
- Estimated Expense Ratio: 0.151% 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 | $150 | — | — | — | — |
| 2023 | $200 | — | — | — | — |
| 2022 | $291 | — | — | — | — |