Plan Snapshot
- Plan Sponsor: The Roberts Group, Psc
- Sponsor EIN: 611168297
- Sponsor Address: 239-C SOUTHLAND DRIVE, LEXINGTON, KY, 40503
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $6.5M
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 | 14 | $6.5M | $46,920 | $88,151 |
| 2023 | 13 | $5.6M | $58,421 | $113,372 |
| 2022 | 14 | $4.6M | $37,579 | $145,305 |