Plan Snapshot
- Plan Sponsor: Roberts Oxygen Company, INC.
- Sponsor EIN: 520822869
- Sponsor Address: PO BOX 5507, ROCKVILLE, MD, 208550507
- Plan Type: DC
- Total Participants: 516
- Total Assets: $201.1M
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 | 516 | $201.1M | $9.8M | $0 |
| 2023 | 498 | $185.3M | $9.8M | $0 |
| 2022 | 460 | $163.7M | $9.0M | $0 |
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 |
|---|---|---|---|---|
| M&T BANK INSTITUTIONAL SVCS UNIT | Investment Advisor | $198,107 | — | $198,107 |
| MERRILL LYNCH PIERCE, FENNER AND S | Investment Advisor | $77,534 | — | $77,534 |
| HERITAGE INVESTORS | Other Service Provider | $14,403 | — | $14,403 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- M&T BANK INSTITUTIONAL SVCS UNIT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $290,044
- Estimated Expense Ratio: 0.144% 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 | $342,395 | $342,395 | — | — | — |
| 2023 | $503,446 | $503,446 | — | — | — |
| 2022 | $513,213 | $513,213 | — | — | — |