Plan Snapshot
- Plan Sponsor: Robert James Sales, INC.
- Sponsor EIN: 160993857
- Sponsor Address: 2585 WALDEN AVENUE, CHEEKTOWAGA, NY, 14225
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $16.6M
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 | 143 | $16.6M | $137,909 | $573,798 |
| 2023 | 131 | $14.4M | $161,481 | $657,200 |
| 2022 | 128 | $11.6M | $157,193 | $575,316 |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | 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 | $33,154 | $32,404 | $750 | — | — |
| 2023 | $26,269 | $23,419 | $2,850 | — | — |
| 2022 | $28,793 | $25,748 | $3,045 | — | — |