# Robertet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robertet-inc-401k-plan

> Robertet, INC.'s 401(k) plan: 404 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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