Department of Labor filing

RECORD NORTH AMERICA

RECORD 401(K) PLAN · For the plan year ended Dec 31, 2020

Public filing 2024 · received Oct 16, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

31filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,275

Reported employer contributions per active participant.

Higher than about 26% of comparable plans

#People in the filing

134

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$203 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202431out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions26th percentileTypical peer $2,163 · based on 323 comparable plans

Lower reported administrative expense41st percentileTypical peer $162 · based on 321 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2020, RECORD NORTH AMERICA reported $170,805 in employer contributions across the plan and 134 active participants. That works out to $1,275 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 37.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 28.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context31/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $170,805
Participant contributions: $302,228
Other contributions: Not reported
Employer share of reported contributions: 36.1%
Beginning assets: $4,984,697
Ending assets: $5,551,177
Ending net assets: $5,551,177
Ending liabilities: Not reported
Total income: $1,195,766
Total expenses: $629,286
Administrative expenses: $38,254
Participant loans: $84,395

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$926

2024

$1,275

Plan-paid administrative expenses per participant

2022

$283

2024

$203

Active participants

2022

108

2024

134

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,275	134	5.6M	20251015232205NAL0011814354001
2022	$926	108	3.1M	20251015235220NAL0002957139001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 134130849-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1990
Industry: Industry group 335
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D3H2T

Current plan terms

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Filing ACK_ID20251015232205NAL0011814354001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗