Plan Snapshot
- Plan Sponsor: Froehling & Robertson, INC.
- Sponsor EIN: 540217380
- Sponsor Address: 3015 DUMBARTON ROAD, RICHMOND, VA, 23228
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $21.6M
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 | 265 | $21.6M | $374,339 | $1.4M |
| 2023 | 258 | $20.4M | $359,559 | $1.3M |
| 2022 | 267 | $18.6M | $312,273 | $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 |
|---|---|---|---|---|
| BROWN EDWARDS & COMPANY LLP | 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 | $43,044 | — | $43,044 | — | — |
| 2023 | $40,439 | — | $40,439 | — | — |
| 2022 | $31,994 | — | $31,994 | — | — |