# Robertson-Ceco Ii Corporation DB Plan
Source: https://planprovider.pro/companies/robertson-ceco-ii-corporation-plan

> Robertson-Ceco Ii Corporation's DB plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/foley-and-lardner-llp) — ERISA Attorney

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [COOK STREET CONSULTING, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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