Plan Snapshot
- Plan Sponsor: Robinson Industries, INC.
- Sponsor EIN: 381497369
- Sponsor Address: 3051 CURTIS ROAD, COLEMAN, MI, 48618
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 158 | $15.2M | $574,426 | $498,771 |
| 2023 | 150 | $14.8M | $531,081 | $449,317 |
| 2022 | 145 | $12.1M | $447,636 | $430,186 |
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 |
|---|---|---|---|---|
| STRTEGIC ADVISORS, INC | ADVISOR | $7,460 | — | $7,460 |
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRTEGIC ADVISORS, INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,460
- Estimated Expense Ratio: 0.049% 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 | $11,860 | $11,860 | — | — | — |
| 2023 | $4,935 | $4,935 | — | — | — |
| 2022 | $4,545 | $4,545 | — | — | — |