Plan Snapshot
- Plan Sponsor: Robinson Concrete, INC.
- Sponsor EIN: 150583654
- Sponsor Address: 3486 FRANKLIN STREET ROAD, AUBURN, NY, 130219804
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 68
- Total Assets: $135,085
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 68 | $135,085 | $659,039 | $268,871 |
| 2023 | 59 | $2,288 | $718,650 | $35,952 |
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 |
|---|---|---|---|---|
| TOMPKINS INSURANCE | Investment Advisor | $32,267 | — | $32,267 |
| THE BENECON GROUP | Investment Advisor | $15,685 | — | $15,685 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,847 | — | $6,847 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,799
- Estimated Expense Ratio: 40.566% 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 | $808,858 | — | — | — | — |
| 2023 | $822,178 | — | — | — | — |