Plan Snapshot
- Plan Sponsor: Roy Robinson Incorporated
- Sponsor EIN: 910690099
- Sponsor Address: 6616 35TH AVENUE , NE, MARYSVILLE, WA, 98271
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $8.8M
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 | 66 | $8.8M | $0 | $0 |
| 2023 | 57 | $9.5M | $42,056 | $184,917 |
| 2022 | 61 | $10.5M | $192,961 | $304,162 |
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 |
|---|---|---|---|---|
| REKDAL HOPKINS HOWARD, PS | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REKDAL HOPKINS HOWARD, PS — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | — | — | — | — | — |
| 2023 | $86,701 | $63,393 | $23,308 | — | — |
| 2022 | $102,068 | $53,194 | $39,144 | — | $9,730 |