Plan Snapshot
- Plan Sponsor: Roberts Company, INC.
- Sponsor EIN: 720719149
- Sponsor Address: POST OFFICE BOX 16569, HATTIESBURG, MS, 394046569
- Plan Type: 401(k)
- Total Participants: 677
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 677 | $9.3M | $178,207 | $645,222 |
| 2023 | 553 | $8.9M | $171,795 | $618,566 |
| 2022 | 473 | $8.1M | $171,979 | $619,758 |
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 INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $48,405 | — | $48,405 |
| REGIONS BANK | ADVISOR | $30,948 | — | $30,948 |
| DIPIAZZA LAROCCA HEETER & CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DIPIAZZA LAROCCA HEETER & CO LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,353
- Estimated Expense Ratio: 0.852% 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 |
|---|---|---|---|---|---|
| 2024 | $80,094 | $31,689 | — | — | — |
| 2023 | $72,957 | $29,023 | — | — | — |
| 2022 | $75,678 | $162 | — | — | — |