# Robson Communities, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robson-communities-inc-401k-plan

> Robson Communities, INC.'s 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|—|

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