Plan Snapshot
- Plan Sponsor: Robson Forensic, INC.
- Sponsor EIN: 232776905
- Sponsor Address: 1570 FRUITVILLE PIKE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 183 | $24.2M | $110,570 | $2.0M |
| 2023 | 186 | $20.2M | $101,565 | $1.9M |
| 2022 | 172 | $15.6M | $95,267 | $1.7M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $48,562 | — | $48,562 |
| VANGUARD GROUP, INC. | Other Service Provider | $17,345 | — | $17,345 |
| CONRAD SIEGEL | Other Service Provider | $9,107 | — | $9,107 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,014
- Estimated Expense Ratio: 0.310% 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 | $75,014 | $48,562 | — | — | — |
| 2023 | $59,926 | — | — | — | — |
| 2022 | $64,913 | — | $64,913 | — | — |