Plan Snapshot
- Plan Sponsor: Robinson Enterprises INC
- Sponsor EIN: 273043558
- Sponsor Address: 293 LOWER GRASS VALLEY ROAD STE 201, NEVADA CITY, CA, 959593101
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 130 | $7.7M | $170,529 | $458,875 |
| 2023 | 126 | $6.8M | $145,391 | $408,469 |
| 2022 | 112 | $5.6M | $135,228 | $368,216 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $58,975 | $1,380 | $54,395 | — | — |
| 2023 | $59,677 | $1,179 | $46,727 | — | — |
| 2022 | $47,803 | — | $44,727 | — | $3,076 |