Plan Snapshot
- Plan Sponsor: Robbins Chevrolet Company
- Sponsor EIN: 741681624
- Sponsor Address: 18611 EASTEX FREEWAY, HUMBLE, TX, 77338
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 185 | $9.5M | $62,069 | $426,687 |
| 2023 | 190 | $8.4M | $72,464 | $498,134 |
| 2022 | 232 | $7.7M | $89,871 | $590,249 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | SERVICE PROVIDER | — | $20,188 | $20,188 |
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — SERVICE PROVIDER
- MELTON & MELTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,188
- Estimated Expense Ratio: 0.213% 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 | $2,325 | — | $2,125 | — | — |
| 2023 | $3,150 | — | $2,450 | — | — |
| 2022 | $2,150 | — | — | — | — |