Plan Snapshot
- Plan Sponsor: Robert And Company
- Sponsor EIN: 580404938
- Sponsor Address: 229 PEACHTREE STREET NE, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $5.2M
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 | 44 | $5.2M | $29,218 | $147,705 |
| 2023 | 31 | $5.0M | $13,412 | $64,367 |
| 2022 | 43 | $4.7M | $23,960 | $129,763 |