# Froehling & Robertson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/froehling-robertson-inc-401k-plan

> Froehling & Robertson, INC.'s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$28,774|—|$28,774|

| PASI, LLC|CONTRACT ADMIN|$10,215|—|$10,215|

| 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:** $38,989

- **Estimated Expense Ratio:** 0.180% 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|$43,044|—|$43,044|—|—|

| 2023|$40,439|—|$40,439|—|—|

| 2022|$31,994|—|$31,994|—|—|

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