Plan Snapshot
- Plan Sponsor: Robinson, Bradshaw & Hinson, P.A.
- Sponsor EIN: 560944079
- Sponsor Address: 600 S TRYON STREET, CHARLOTTE, NC, 28202
- Plan Type: DC
- Total Participants: 256
- Total Assets: $194.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 256 | $194.1M | $5.2M | $3.5M |
| 2023 | 246 | $169.3M | $5.0M | $3.4M |
| 2022 | 238 | $152.2M | $4.6M | $3.1M |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — 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 | $184,643 | $140,844 | — | — | — |
| 2023 | $161,009 | $117,564 | — | — | — |
| 2022 | $176,559 | $132,177 | — | — | — |