Plan Snapshot
- Plan Sponsor: Robbins Bros. Jewelry, INC.
- Sponsor EIN: 264624291
- Sponsor Address: 1300 WEST OPTICAL DRIVE, SUITE 200, AZUSA, CA, 91702
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $8.8M
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 | 148 | $8.8M | $90 | $729,412 |
| 2023 | 173 | $9.3M | $0 | $819,611 |
| 2022 | 197 | $8.5M | $0 | $985,513 |
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 |
|---|---|---|---|---|
| MICHAEL J. CONKEY & ASSOCIATES | 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 | $88,033 | $72,948 | $15,085 | — | — |
| 2023 | $67,013 | — | $67,013 | — | — |
| 2022 | $77,420 | — | $77,420 | — | — |