Plan Snapshot
- Plan Sponsor: Robertson Ryan & Associates, INC.
- Sponsor EIN: 390605130
- Sponsor Address: PERSONAL AND CONFIDENTIAL, MILWAUKEE, WI, 532023175
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 350 | $29.4M | $593,120 | $1.7M |
| 2023 | 322 | $24.0M | $629,687 | $1.4M |
| 2022 | 279 | $20.2M | $412,921 | $1.2M |
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 |
|---|---|---|---|---|
| CHORTEK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK — 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 | $81,949 | $47,208 | — | — | — |
| 2023 | $62,764 | $35,323 | — | — | — |
| 2022 | $49,303 | — | $49,303 | — | — |