Plan Snapshot
- Plan Sponsor: Roberts Aircraft Co.
- Sponsor EIN: 820225558
- Sponsor Address: 4101 EVANS AVE., CHEYENNE, WY, 82001
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 108 | $8.3M | $435,996 | $838,405 |
| 2023 | 113 | $6.5M | $357,866 | $671,901 |
| 2022 | 94 | $5.1M | $292,588 | $585,596 |
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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $1,633 | — | — | — | — |
| 2023 | $1,250 | — | — | — | — |
| 2022 | $214,297 | — | $744 | — | — |