Plan Snapshot
- Plan Sponsor: Robindale Energy Services, INC.
- Sponsor EIN: 251872667
- Sponsor Address: 1501 LIGONIER ST, LATROBE, PA, 15650
- Plan Type: 401(k)
- Total Participants: 875
- Total Assets: $70.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 875 | $70.6M | $4.7M | $5.8M |
| 2023 | 836 | $57.5M | $4.4M | $5.0M |
| 2022 | 773 | $44.9M | $3.7M | $4.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $166,347 | — | $166,347 |
| FIRST NATIONAL TRUST COMPANY | NONE | $65,238 | — | $65,238 |
| CHARLES SCHWAB TRUST BANK | NONE | $22,782 | — | $22,782 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,367
- Estimated Expense Ratio: 0.360% 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 | $231,584 | $65,238 | $166,346 | — | — |
| 2023 | $209,601 | $77,036 | $132,565 | — | — |
| 2022 | $199,435 | — | $199,435 | — | — |