# The Roberts Group, Psc 401(k) Plan
Source: https://planprovider.pro/companies/the-roberts-group-psc-401k-plan

> The Roberts Group, Psc's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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