Plan Snapshot
- Plan Sponsor: Robertson Marketing Group, INC.
- Sponsor EIN: 541120799
- Sponsor Address: 359 KESLER MILL RD, SALEM, VA, 24153
- Plan Type: DC
- Total Participants: 167
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 167 | $9.2M | $264,293 | $519,087 |
| 2023 | 155 | $8.6M | $219,979 | $408,351 |
| 2022 | 156 | $7.0M | $149,071 | $290,254 |
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 |
|---|---|---|---|---|
| SPENCER HAGER & MODSELL, P.C. | Auditor | — | — | $0 |
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 | $1,230,107 | — | $75 | — | — |
| 2023 | $186 | — | — | — | — |
| 2022 | $3,268 | — | — | — | — |