Plan Snapshot
- Plan Sponsor: Robb & Stucky International, INC.
- Sponsor EIN: 452318904
- Sponsor Address: 16311 LEE ROAD, FT MYERS, FL, 33912
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 159 | $11.3M | $258,507 | $829,930 |
| 2023 | 165 | $9.8M | $281,459 | $912,464 |
| 2022 | 163 | $7.0M | $259,843 | $847,906 |
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 |
|---|---|---|---|---|
| M HOLDING SECURITIES | SERVICE PROVIDER | $29,067 | — | $29,067 |
| THE VANGUARD GROUP | RECORDKEEPER | $17,130 | — | $17,130 |
| HSC/TUSCAN & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC/TUSCAN & COMPANY, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,197
- Estimated Expense Ratio: 0.409% 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 | $48,897 | $29,067 | $2,700 | — | — |
| 2023 | $37,898 | $23,240 | $1,100 | — | — |
| 2022 | $36,455 | $20,587 | $15,868 | — | — |