Plan Snapshot
- Plan Sponsor: Robert Reiser & Company, INC.
- Sponsor EIN: 042014453
- Sponsor Address: 725 DEDHAM STREET, CANTON, MA, 02021
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 798
- Total Assets: $117.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 798 | $117.5M | $0 | $0 |
| 2024 | 590 | $99.7M | $2.5M | $6.2M |
| 2023 | 627 | $84.1M | $2.3M | $5.6M |
| 2022 | 531 | $66.8M | $1.2M | $4.8M |
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 |
|---|---|---|---|---|
| FIDELITY INV INST OP CO LLC | Recordkeeper | $25,954 | — | $25,954 |
| GLOBAL RETIREMENT PARTNERS LLC | Other Service Provider | $5,525 | — | $5,525 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,479
- Estimated Expense Ratio: 0.027% 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 |
|---|---|---|---|---|---|
| 2025 | $5,381,701 | — | — | — | — |
| 2024 | -$25,820 | — | — | — | — |
| 2023 | $8,698 | — | — | — | — |
| 2022 | $14,838 | — | — | — | — |