# Roberts Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roberts-company-inc-401k-plan

> Roberts Company, INC.'s 401(k) plan: 677 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DIPIAZZA LAROCCA HEETER & CO LLC](https://planprovider.pro/provider/dipiazza-larocca-heeter-and-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|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roberts-company-inc-401k-plan)

© 2026 PlanProvider.Pro