Plan Snapshot
- Plan Sponsor: Robertson-Ceco Ii Corporation
- Sponsor EIN: 363479146
- Sponsor Address: 13105 NW FWY, HOUSTON, TX, 77040
- Plan Type: DB
- Total Participants: 197
- Total Assets: $29.3M
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 | 197 | $29.3M | $440,000 | $0 |
| 2023 | 206 | $31.7M | $1.3M | $0 |
| 2022 | 60 | $25.5M | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Other Service Provider | $484,410 | — | $484,410 |
| FOLEY & LARDNER LLP | ERISA Attorney | $235,254 | — | $235,254 |
| BDO USA, P.C. | Auditor | $76,711 | — | $76,711 |
| COOK STREET CONSULTING, INC. | Recordkeeper | $39,305 | — | $39,305 |
| FIDELITY INSTITUTIONAL ASSET MANAGE | Other Service Provider | $37,578 | — | $37,578 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FOLEY & LARDNER LLP — ERISA Attorney
- BDO USA, P.C. — Auditor
- COOK STREET CONSULTING, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $873,258
- Estimated Expense Ratio: 2.985% 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 | $1,267,001 | $76,883 | $484,410 | $76,711 | — |
| 2023 | $1,019,142 | $62,079 | $517,700 | $22,170 | — |
| 2022 | $537,781 | $55,032 | $300,807 | — | $29,750 |