Plan Ledger DOL Form 5500 · updated monthly

Rand Worldwide Subsidiary, Inc.401(k)

RAND WORLDWIDE 401(K) PLAN · OWINGS MILLS, MD · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Rand Worldwide Subsidiary, Inc. reported $10,425 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,034 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.014%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 221st-largest of 1,671 plans among Maryland employers on file, and the 534th of 4,246 in wholesale trade. In 2024, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,745,920
Participants with balances549
Active participants396
Employer contributions$1,993,438
Employee contributions$4,781,023
Employer contribution per active participant$5,034
Average account balance$139,792
Benefits paid to participants$9,099,771
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.7M · 549 accts · $2.0M emplr
2023$68.5M · 522 accts · $1.9M emplr
2022$56.3M · 484 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Investment management$16,906
Total administrative$10,425
The Rand Worldwide Subsidiary, Inc. 401(k) match · 2024
Employer contribution per active participant$5,034
Median for plans this size$3,635
2024$5,034 per active participant
2023$4,941 per active participant
2022$4,584 per active participant

Rand Worldwide Subsidiary, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,906
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$10,425 · 0.01%
2023$8,803 · 0.01%
2022$8,412 · 0.01%
Same employer
Similar plansWholesale Trade · Maryland
R.E. Michel Company, LLC MD$92.8M · 0.40%
Cummins-Wagner Co., Inc. MD$88.2M · 0.00%
Pandora Jewelry LLC MD$61.7M · 0.17%
Class Produce Group, LLC MD$50.9M · 0.15%
Thos Somerville Co MD$45.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522023997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.