# Robertson Ryan & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robertson-ryan-associates-inc-plan-002

> Robertson Ryan & Associates, INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$39,939|—|$39,939|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$34,741|—|$34,741|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,269|—|$7,269|

| CHORTEK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHORTEK](https://planprovider.pro/provider/chortek-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,949

- **Estimated Expense Ratio:** 0.279% 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|$81,949|$47,208|—|—|—|

| 2023|$62,764|$35,323|—|—|—|

| 2022|$49,303|—|$49,303|—|—|

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