# Andrew Roby, INC 401(k) Plan
Source: https://planprovider.pro/companies/andrew-roby-inc-401k-plan

> Andrew Roby, INC's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Andrew Roby, INC

- **Sponsor EIN:** 560850868

- **Sponsor Address:** 2000 WEST MOREHEAD ST SUITE C, CHARLOTTE, NC, 28208

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|137|$7.6M|$376,965|$577,586|

| 2023|104|$6.5M|$331,318|$522,311|

| 2022|85|$4.9M|$262,909|$475,582|

## 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|

| TINSLEY & TERRY, CPA'S, P.A.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$48,575|—|$47,152|—|—|

| 2023|$37,815|$1,111|$35,229|—|—|

| 2022|$35,828|$987|$34,841|—|—|

## Similar Plans

- [Ths National, LLC](https://planprovider.pro/companies/ths-national-llc-401k-plan) — 136 participants

- [Caviness & Cates Building And](https://planprovider.pro/companies/caviness-cates-building-and-401k-plan) — 134 participants

- [Hci-Bulldog, LLC](https://planprovider.pro/companies/hci-bulldog-llc-401k-plan) — 183 participants

- [Habitat For Humanity Of The Charlotte Region](https://planprovider.pro/companies/habitat-for-humanity-of-the-charlotte-region-403b-plan) — 211 participants

- [Deltec Homes, INC.](https://planprovider.pro/companies/deltec-homes-inc-401k-plan) — 57 participants

- [Kmw Builders, LLC](https://planprovider.pro/companies/kmw-builders-llc-401k-plan) — 27 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/andrew-roby-inc-401k-plan)

© 2026 PlanProvider.Pro