Plan Snapshot
- Plan Sponsor: Robertson Construction Services, INC.
- Sponsor EIN: 311502538
- Sponsor Address: 1801 THORNWOOD DRIVE, HEATH, OH, 43056
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 176 | $11.0M | $370,572 | $715,661 |
| 2023 | 188 | $9.3M | $482,757 | $645,142 |
| 2022 | 199 | $7.3M | $427,663 | $545,835 |
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 |
|---|---|---|---|---|
| WILSON, SHANNON & SNOW, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSON, SHANNON & SNOW, INC. — 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 | $19,713 | — | $6,038 | — | — |
| 2023 | $29,113 | — | $15,917 | — | — |
| 2022 | $33,693 | — | — | — | $33,693 |