Plan Snapshot
- Plan Sponsor: Robson Communities, INC.
- Sponsor EIN: 860665522
- Sponsor Address: 9532 EAST RIGGS ROAD, SUN LAKES, AZ, 85248
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $51.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 568 | $51.5M | $794,324 | $3.4M |
| 2023 | 623 | $47.9M | $801,195 | $3.5M |
| 2022 | 868 | $45.3M | $867,289 | $3.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $54,274 | — | $54,274 |
| BARRY AND MOORE CPAS, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,274
- Estimated Expense Ratio: 0.105% 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 | $54,299 | $2,273 | — | — | — |
| 2023 | $58,208 | $840 | — | — | — |
| 2022 | $72,978 | — | — | — | — |