Plan Snapshot
- Plan Sponsor: Robertson Marketing Group, INC.
- Sponsor EIN: 541120799
- Sponsor Address: 359 KESLER MILL RD, SALEM, VA, 24153
- Plan Type: 401(k)
- Plan Number: 002
- 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 |