Plan Snapshot
- Plan Sponsor: Roberts Sinto Corporation
- Sponsor EIN: 382734031
- Sponsor Address: 150 ORCHARD STREET, GRAND LEDGE, MI, 488371210
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 167 | $17.8M | $412,026 | $1.0M |
| 2023 | 162 | $18.0M | $212,328 | $907,521 |
| 2022 | 162 | $16.2M | $250,974 | $857,802 |
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, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $55,758 | — | $55,758 | — | — |
| 2023 | $49,337 | — | $49,337 | — | — |
| 2022 | $73,480 | — | $73,480 | — | — |