# Robertson Construction Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robertson-construction-services-inc-401k-plan

> Robertson Construction Services, INC.'s 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/wilson-shannon-and-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|

## Similar Plans

- [Ruscilli Construction Co. LLC](https://planprovider.pro/companies/ruscilli-construction-co-llc-401k-plan) — 172 participants

- [Robertson Construction Holdings INC.](https://planprovider.pro/companies/robertson-construction-holdings-inc-plan) — 182 participants

- [Marous Brothers Construction, INC.](https://planprovider.pro/companies/marous-brothers-construction-inc-401k-plan) — 167 participants

- [Welty Building Company Ltd.](https://planprovider.pro/companies/welty-building-company-ltd-401k-plan) — 196 participants

- [Bruns Construction Enterprises, INC](https://planprovider.pro/companies/bruns-construction-enterprises-inc-401k-plan) — 196 participants

- [Elford, INC.](https://planprovider.pro/companies/elford-inc-401k-plan) — 197 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/robertson-construction-services-inc-401k-plan)

© 2026 PlanProvider.Pro