Plan Snapshot
- Plan Sponsor: Robins & Morton
- Sponsor EIN: 631076743
- Sponsor Address: 400 SHADES CREEK PKWY, BIRMINGHAM, AL, 35209
- Plan Type: DC
- Total Participants: 1,522
- Total Assets: $221.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,522 | $221.7M | $10.9M | $12.1M |
| 2023 | 1,409 | $186.3M | $9.9M | $10.9M |
| 2022 | 1,282 | $151.1M | $8.4M | $9.6M |
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 |
|---|---|---|---|---|
| COKER AND COMPANY LLC | Auditor | — | — | $0 |
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 | $268,398 | $117,528 | $1,200 | — | — |
| 2023 | $264,587 | $76,830 | $1,200 | $19,950 | — |
| 2022 | $277,018 | — | — | — | — |