Plan Snapshot
- Plan Sponsor: Roberson Motors, INC.
- Sponsor EIN: 930502380
- Sponsor Address: 3100 RYAN DR SE, SALEM, OR, 97301
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $7.4M
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 | 107 | $7.4M | $106,347 | $376,443 |
| 2023 | 96 | $6.4M | $100,709 | $347,697 |
| 2022 | 97 | $5.9M | $150,029 | $462,767 |
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 |
|---|---|---|---|---|
| JARRARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JARRARD — 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 | $40,388 | $17,060 | — | — | — |
| 2023 | $40,314 | $37,994 | — | — | — |
| 2022 | $31,967 | — | — | — | — |