# Robertson Heating Supply Company Of Ohio 401(k) Plan
Source: https://planprovider.pro/companies/robertson-heating-supply-company-of-ohio-401k-plan

> Robertson Heating Supply Company Of Ohio's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robertson Heating Supply Company Of Ohio

- **Sponsor EIN:** 340660433

- **Sponsor Address:** 2155 W MAIN ST, ALLIANCE, OH, 446012190

- **Plan Type:** 401(k)

- **Total Participants:** 379

- **Total Assets:** $48.4M

## 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|379|$48.4M|$1.5M|$1.8M|

| 2023|340|$43.5M|$1.7M|$1.7M|

| 2022|303|$35.8M|$1.6M|$1.5M|

## 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|

| IFP ADVISORS LLC|ADVISOR|$55,000|—|$55,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,303|—|$32,303|

| 415 GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [415 GROUP](https://planprovider.pro/provider/415-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,303

- **Estimated Expense Ratio:** 0.180% 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|$87,303|$55,000|$600|—|—|

| 2023|$81,043|$50,833|$300|—|—|

| 2022|$70,673|—|—|—|—|

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