Plan Snapshot
- Plan Sponsor: Robinson Mills & Williams
- Sponsor EIN: 942764132
- Sponsor Address: 235 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 111 | $36.0M | $500,000 | $1.2M |
| 2023 | 114 | $31.2M | $300,000 | $1.3M |
| 2022 | 124 | $25.3M | $500,000 | $1.2M |
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 |
|---|---|---|---|---|
| ANNE MCCALEB CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANNE MCCALEB CPA — 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 | $3,173 | $2,304 | — | — | — |
| 2023 | $9,014 | $2,033 | — | $5,968 | — |
| 2022 | $7,524 | $1,309 | — | — | — |