Plan Snapshot
- Plan Sponsor: E.S. Robbins Corporation
- Sponsor EIN: 630574791
- Sponsor Address: 2802 AVALON AVE, MUSCLE SHOALS, AL, 356612708
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $6.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $6.4M | $87,811 | $522,567 |
| 2023 | 117 | $5.9M | $77,996 | $478,611 |
| 2022 | 114 | $4.9M | $71,499 | $437,208 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | Investment Advisor | — | $14,758 | $14,758 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $5,779 | — | $5,779 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,537
- Estimated Expense Ratio: 0.322% 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 | $5,779 | — | $5,779 | — | — |
| 2023 | $8,979 | — | $8,979 | — | — |
| 2022 | $6,353 | — | $6,353 | — | — |