Plan Snapshot
- Plan Sponsor: E.L. Robinson Engineering Co.
- Sponsor EIN: 550594633
- Sponsor Address: PERSONAL AND CONFIDENTIAL, CHARLESTON, WV, 253132050
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 143
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 143 | $24.3M | $497,741 | $1.2M |
| 2023 | 201 | $23.6M | $510,233 | $1.5M |
| 2022 | 206 | $20.1M | $445,317 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $109,691 | — | $109,691 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,691
- Estimated Expense Ratio: 0.452% of plan assets
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 | $109,691 | — | — | — | — |
| 2023 | $137,070 | — | — | — | — |
| 2022 | $126,890 | — | $126,890 | — | — |