Plan Snapshot
- Plan Sponsor: Robertson Dynasty INC.
- Sponsor EIN: 833134915
- Sponsor Address: 2403 ANTARES TERRACE, GREEN BAY, WI, 54311
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $392,598
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 6 | $392,598 | $0 | $1,040 |
| 2023 | 4 | $281,421 | $0 | $1,040 |
| 2022 | 4 | $348,300 | $0 | $1,040 |