# Robbins Reed, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robbins-reed-inc-401k-plan

> Robbins Reed, INC.'s 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robbins Reed, INC.

- **Sponsor EIN:** 261509762

- **Sponsor Address:** 1308 MONTEREY STREET, SAN LUIS OBISPO, CA, 93401

- **Plan Type:** 401(k)

- **Total Participants:** 23

- **Total Assets:** $1.9M

## 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|23|$1.9M|$200,175|$154,874|

| 2023|21|$1.2M|$48,260|$136,651|

| 2022|20|$842,734|$44,617|$157,488|

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