Plan Snapshot
- Plan Sponsor: Robins Financial Credit Union
- Sponsor EIN: 580641605
- Sponsor Address: 803 WATSON BLVD, WARNER ROBINS, GA, 310933415
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $61.3M
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 | 544 | $61.3M | $2.2M | $2.7M |
| 2023 | 545 | $53.4M | $2.1M | $2.6M |
| 2022 | 660 | $43.8M | $1.7M | $2.0M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $16,455 | — | $16,455 | — | — |
| 2023 | $16,535 | — | $16,535 | — | — |
| 2022 | $8,844 | — | $8,844 | — | — |