# Roebbelen Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roebbelen-management-inc-401k-plan

> Roebbelen Management, INC.'s 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roebbelen Management, INC.

- **Sponsor EIN:** 680421620

- **Sponsor Address:** 1241 HAWKS FLIGHT COURT, EL DORADO HILLS, CA, 95762

- **Plan Type:** 401(k)

- **Total Participants:** 196

- **Total Assets:** $31.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|196|$31.6M|$838,086|$2.0M|

| 2023|199|$30.2M|$776,572|$1.7M|

| 2022|203|$24.2M|$732,880|$1.6M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$96,637|—|$96,637|

| CAMPBELL TAYLOR WASHBURN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,637

- **Estimated Expense Ratio:** 0.306% 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|$96,637|—|—|—|—|

| 2023|$84,404|—|—|—|—|

| 2022|$84,509|—|—|—|—|

## Similar Plans

- [Spec Services, INC.](https://planprovider.pro/companies/spec-services-inc-401k-plan) — 196 participants

- [Yield Engineering Systems, INC.](https://planprovider.pro/companies/yield-engineering-systems-inc-401k-plan) — 197 participants

- [B S K Associates](https://planprovider.pro/companies/b-s-k-associates-401k-plan) — 199 participants

- [Jsl Technologies INC](https://planprovider.pro/companies/jsl-technologies-inc-plan-001) — 193 participants

- [Tactical Engineering & Analysis, INC.](https://planprovider.pro/companies/tactical-engineering-analysis-inc-plan-003) — 193 participants

- [Contextlogic INC.](https://planprovider.pro/companies/contextlogic-inc-401k-plan) — 204 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roebbelen-management-inc-401k-plan)

© 2026 PlanProvider.Pro