Plan Snapshot
- Plan Sponsor: Robar Enterprises, INC.
- Sponsor EIN: 953609033
- Sponsor Address: 17671 BEAR VALLEY ROAD, HESPERIA, CA, 92345
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $5.5M
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 | 269 | $5.5M | $148,595 | $827,199 |
| 2023 | 258 | $4.5M | $118,255 | $838,048 |
| 2022 | 258 | $3.4M | $52,966 | $784,271 |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN — Auditor
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 | $47,567 | $20,431 | — | — | — |
| 2023 | $35,112 | $15,081 | — | — | — |
| 2022 | $27,651 | $12,346 | $15,305 | — | — |