Department of Labor filing

WALTERS RENWICK RICHARDS SKEENS & VAUGHAN, P.C.

WALTERS RENWICK RICHARDS SKEENS & VAUGHAN, P.C. RETIREMENT PLAN · For the plan year ended Dec 31, 2025

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Latest public filing 2025 · received Jun 3, 2026

At a glance

The details employees usually care about

Bottom line: The employer contribution is documented. Vesting is not confirmed yet. Reported employer money is near the middle of its peer group.

53Plan health
from public filings
See what drives the plan health score
Employer contributions versus peers42/10030% of the full model
Lower reported administrative cost0/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

Employer matchSee verified formula

profit-sharing plan has a 401(k) provision whereby we match 50 % of employee contributions up to 6.0 % of pay for fiscal 2026, fiscal 2025 and fiscal 2024 .

Value at $100,000 of paySee formula

There is not enough detail for a reliable example.

Employer money vs. similar plans42th percentile

Up 0.0% over the filing history shown.

Still checking: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability

These details may be in documents available only to employees. We leave them blank until we find a dated source.

What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.

One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. We still need a current plan document for today’s benefit rules.

Filing comparison · 202529out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions42nd percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense0th percentileTypical peer $102 · based on 77,997 comparable plans

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

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, WALTERS RENWICK RICHARDS SKEENS & VAUGHAN, P.C. reported $13,910 in employer contributions across this plan, or $1,987 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating7

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison29/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$13,910
$1,987 per active participant
Participant contributions
$23,910
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
36.8%
Active participants
7
Small plan
Total participants
8
15 at the beginning of the year
Ending assets
$10,725,931
$1,340,741 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$11,424,798
Ending net assets
$10,725,931
Beginning liabilities
$154
Ending liabilities
$0
Total income
$1,478,126
Total expenses
$2,176,993
Administrative expenses
$48,080
$6,010 per active participant
Participant loans
$4,078
0.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,987
Administrative cost per participant
2025
$6,010
Active participants
2025
7
Total plan assets
2025
$10,725,931
Participant loans as a share of assets
2025
0.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,987710.7M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
431578801-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 1992
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2R3D

Company filings

Retirement-plan details in SEC filings

These are relevant passages from company filings. Open the filing for context; a passage only becomes a current plan term after we check its wording and date.

10-K · report period May 30, 2026RICHARDSON ELECTRONICS, LTD. — 10-K filed 2026-08-03
Primary source · awaiting review
Employer contributions

profit-sharing plan has a 401(k) provision whereby we match 50 % of employee contributions up to 6.0 % of pay for fiscal 2026, fiscal 2025 and fiscal 2024 . Charges to expense for matching contributions to this plan were $ 1.0 million, $ 0.9 million, and $ 0.9 million, during fiscal 2026, fiscal 2025 and fiscal 2024 , respectively. 10. DISPOSAL OF HEALTHCARE ASSETS AND RELATED CHARGES On January 24, 2025, the Company entered into an Asset Purchase Agreement with DirectMed. Pursuant to the terms and subject to the conditions of the Purchase Agreement, DirectMed purchased assets of the Company used in the operation of its International Medical Equipment and Service ("IMES") business as well as ALTA tube and related inventory (the “IMES Sale”). The IMES Sale transaction closed simultaneously

Vesting

is amortized over the vesting period. We account for the forfeitures of share-based compensation in the period in which they occur. Compensation cost is recognized using a graded vesting schedule over the applicable vesting period. Share-based compensation expense totaled $ 1.6 million during fiscal 2026 , $ 1.5 million during fiscal 2025 , and $ 1.3 million during fiscal 2024 . The tax benefit for share-based compensation expense totaled $ 0.4 million during fiscal 2026 , $ 0.4 million during fiscal 2025 , and $ 0.3 million during fiscal 2024 . Foreign Currency Translation: The functional currency is the local currency at all foreign locations, with the exception of Hong Kong, where the functional currency is the U.S. dollar. Balance sheet items for our foreign entities, included in our

Fees

net sales of $208.9 million during fiscal 2025. • Gross margin was 31.2% of net sales during fiscal 2026, compared to 31.0% of net sales during fiscal 2025. • Selling, general and administrative expenses were $65.7 million, or 28.8% of net sales, during fiscal 2026, compared to $62.2 million, or 29.8% of net sales, during fiscal 2025. • Operating income during fiscal 2026 was $6.5 million, compared to an operating loss of $2.5 million during fiscal 2025. • Other income during fiscal 2026 was $1.0 million, compared to other income of $0.9 million during fiscal 2025. • Net income during fiscal 2026 was $6.4 million, compared to a net loss of $1.1 million during fiscal 2025. Net Sales and Gross Profit Analysis Net sales by segment and percentage change for fiscal 2026, fiscal 2025 and fiscal

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260603100401NAL0002031905001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗