Plan Snapshot
- Plan Sponsor: G.R. Robert Construction Co., INC.
- Sponsor EIN: 221981613
- Sponsor Address: P.O. BOX 449, FARMINGDALE, NJ, 07727
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $26.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $26.8M | $244,365 | $1.2M |
| 2023 | 123 | $25.4M | $251,715 | $1.3M |
| 2022 | 121 | $22.1M | $239,564 | $1.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | INVESTMENT MANAGEMENT | $13,418 | — | $13,418 |
| HOLMAN FRENIA ALLISON CPAS, LLC | AUDITOR | $11,750 | — | $11,750 |
| EGPS, INC. | ACTUARY | $5,882 | — | $5,882 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLMAN FRENIA ALLISON CPAS, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,050
- Estimated Expense Ratio: 0.116% 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 | $16,420 | — | $16,420 | — | — |
| 2023 | $14,414 | — | $14,414 | — | — |
| 2022 | $14,250 | — | — | — | $14,250 |