# Roberts Oxygen Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roberts-oxygen-company-inc-520822869-503

> Roberts Oxygen Company, INC.'s 401(k) plan: 573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roberts Oxygen Company, INC.

- **Sponsor EIN:** 520822869

- **Sponsor Address:** P.O. BOX 5507, ROCKVILLE, MD, 20855

- **Plan Type:** 401(k)

- **Plan Number:** 503

- **Total Participants:** 573

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|573|$1.6M|$11.1M|$899,640|

| 2023|556|$750,461|$8.2M|$820,779|

| 2022|516|$1.6M|$7.8M|$868,997|

## 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|

| ALLEGIANCE BENEFIT PLAN MGMT, INC.|Other Service Provider|$188,048|—|$188,048|

| NAVITUS|Other Service Provider|$77,018|—|$77,018|

| ASSURED PARTNERS|Other Service Provider|$56,704|—|$56,704|

| USI INSURANCE SERVICES NATIONAL|Other Service Provider|$30,625|—|$30,625|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $352,395

- **Estimated Expense Ratio:** 21.778% 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|$385,467|—|$385,467|—|—|

| 2023|$321,705|—|$321,705|—|—|

| 2022|$279,899|—|$279,899|—|—|

## Similar Plans

- [Diamond Comic Distributors, INC.](https://planprovider.pro/companies/diamond-comic-distributors-inc-401k-plan) — 601 participants

- [L. Fishman & Son, INC.](https://planprovider.pro/companies/l-fishman-son-inc-520999493-502) — 598 participants

- [Roberts Oxygen Company, INC.](https://planprovider.pro/companies/roberts-oxygen-company-inc-plan-002) — 516 participants

- [Roberts Oxygen Company, INC.](https://planprovider.pro/companies/roberts-oxygen-company-inc-401k-plan) — 509 participants

- [L. Fishman & Son, INC.](https://planprovider.pro/companies/l-fishman-son-inc-520999493-501) — 433 participants

- [Artifex Distribution Acquisition](https://planprovider.pro/companies/artifex-distribution-acquisition-401k-plan) — 366 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roberts-oxygen-company-inc-520822869-503)

© 2026 PlanProvider.Pro