Plan Snapshot
- Plan Sponsor: Robertet, INC.
- Sponsor EIN: 222273649
- Sponsor Address: 400 INTERNATIONAL DRIVE, MT. OLIVE, NJ, 07828
- Plan Type: 401(k)
- Total Participants: 404
- Total Assets: $111.9M
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 | 404 | $111.9M | $3.8M | $3.5M |
| 2023 | 373 | $105.9M | $3.5M | $3.1M |
| 2022 | 362 | $89.6M | $3.0M | $2.9M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $134,439 | $52,500 | — | — | — |
| 2023 | $164,181 | $67,543 | — | — | — |
| 2022 | $118,641 | — | $118,641 | — | — |