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Original filing (PDF)20250912092206NAL0000839105001
RAND GRAPHICS, INC.
Form 5500
FILING_RECEIVED
RAND GRAPHICS, INC. PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
118
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Investments LC Growth Index Fund" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAND GRAPHICS, INC..
Plan sponsor
Name
RAND GRAPHICS, INC.
EIN
48-1070940
Address
2820 S. HOOVER ROAD · WICHITA, KS · 672151207
Phone
(316) 942-1218
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALLEN, GIBBS & HOULIK, L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADM | $26K | — |
Investments
25 direct securities · 2 pooled funds· $14.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$13.0M
21 holdings
Uncategorized
$1.2M
3 holdings
Common Collective Trusts
$91K
1 holding
Common Collective Trust
$91K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments LC Growth Index Fund | Registered Investment Companies | — | — | $5.1M | 36.0% | |
| Fidelity Investments LC Value Index Fund | Registered Investment Companies | — | — | $2.3M | 16.2% | |
| Emerald Growth Fund | Registered Investment Companies | — | — | $1.0M | 7.3% | |
| Insurance Company General * Principal Life Insurance Company Principal Fixed Income 401(a) / (k) | — | — | — | $930K | 6.5% | |
| Lazard International Strategic Equity Fund | Registered Investment Companies | — | — | $891K | 6.3% | |
| Undisclosed Managers JP Morgan Funds Behavioral Value Fund | Registered Investment Companies | — | — | $687K | 4.8% | |
| Payden Funds Payden Funds Corporate Bond Fund | Registered Investment Companies | — | — | $482K | 3.4% | |
| American Funds American Funds Target Date Retirement 2030 Fund | Registered Investment Companies | — | — | $457K | 3.2% | |
| JP Morgan JP Morgan Funds Mortgaged-Backed Securities Fund | Registered Investment Companies | — | — | $440K | 3.1% | |
| American Funds American Funds Target Date Retirement 2040 Fund | Registered Investment Companies | — | — | $399K | 2.8% | |
| Fidelity Investments Mid Cap Growth Index Fund | Registered Investment Companies | — | — | $345K | 2.4% | |
| American Funds American Funds Target Date Retirement 2025 Fund | Registered Investment Companies | — | — | $233K | 1.6% | |
| Range of Int. Rates Participant Loans Range from 4.25% to 9.50% | — | — | — | $159K | 1.1% | |
| American Funds American Funds Target Date Retirement 2010 Fund | Registered Investment Companies | — | — | $146K | 1.0% | |
| Artisan High Income Fund | Registered Investment Companies | — | — | $130K | 0.9% | |
| American Funds American Funds Target Date Retirement 2045 Fund | Registered Investment Companies | — | — | $106K | 0.7% | |
| SEI Trust Company Allspring Sp MidCap Value Fund | Common Collective Trusts | — | — | $91K | 0.6% | |
| ALLSPRING SP MID CAP VAL E1 CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $91K | 0.6% | |
| Insurance Company American Funds * American Funds Target Date Retirement 2055 Fund | — | — | — | $74K | 0.5% | |
| American Funds American Funds Target Date Retirement 2035 Fund | Registered Investment Companies | — | — | $44K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Fund | Registered Investment Companies | — | — | $37K | 0.3% | |
| American Funds * American Funds Target Date Retirement 2065 Fund | Registered Investment Companies | — | — | $29K | 0.2% | |
| American Funds American Funds Target Date Retirement 2060 Fund | Registered Investment Companies | — | — | $19K | 0.1% | |
| RBC Emerging RBC Global Asset Mgmt Markets Fund | Registered Investment Companies | — | — | $14K | <0.1% | |
| American Funds American Funds Target Date Retirement 2050 Fund | Registered Investment Companies | — | — | $12K | <0.1% | |
| American Funds American Funds Target Date Retirement 2015 Fund 1 Registered Investment Company American Funds American Funds Target Date Retirement 2020 Fund | Registered Investment Companies | — | — | $7K | <0.1% | |
| EAGLE MID CAP GROWTH CIT CL 1 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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