Plan Snapshot
- Plan Sponsor: Robsag, INC.
- Sponsor EIN: 522140745
- Sponsor Address: 1760 N FAIR OAKS AVENUE, PASADENA, CA, 91103
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $611,768
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 | 140 | $611,768 | $311,667 | $81,656 |
| 2023 | 139 | $229,899 | $22,948 | $70,446 |
| 2022 | 150 | $127,473 | $69,614 | $62,061 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $6,112 | — | $6,112 |
| HENRY & PETERS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,112
- Estimated Expense Ratio: 0.999% 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 | $5,492 | $1,721 | $3,771 | — | — |
| 2023 | $5,343 | $814 | $4,529 | — | — |
| 2022 | $1,191 | $240 | $951 | — | — |