Plan Ledger DOL Form 5500 · updated monthly

A.E. Robinson Oil Co., Inc.401(k)

A.E. ROBINSON OIL CO., INC. PROFIT SHARING PLAN · DOVER-FOXCROFT, ME · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

A.E. Robinson Oil Co., Inc. reported $23,933 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,791 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.26% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Maine (232nd of 354), and 2,804th of 5,215 in retail trade. In 2024, the employer put in $1.59 for every $1.00 employees contributed themselves; active participation has grown from 131 to 147 since 2022.

Plan summary
Net assets, end of year$9,185,582
Participants with balances154
Active participants147
Employer contributions$851,347
Employee contributions$534,922
Employer contribution per active participant$5,791
Average account balance$59,647
Benefits paid to participants$786,767
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 154 accts · $851K emplr
2023$7.7M · 136 accts · $506K emplr
2022$6.3M · 153 accts · $484K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,990
Investment management$20,943
Total administrative$23,933
The A.E. Robinson Oil Co., Inc. 401(k) match · 2024
Employer contribution per active participant$5,791
Median for plans this size$1,313
2024$5,791 per active participant
2023$3,956 per active participant
2022$3,693 per active participant

A.E. Robinson Oil Co., Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
AMERIPRISE FINANCIAL · Recordkeeping · Trustee$20,943
ADP, INC. · Recordkeeping$2,990
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, AMERIPRISE FINANCIAL
2023ADP, AMERIPRISE FINANCIAL

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,933 · 0.28%
2023$19,988 · 0.29%
2022$17,459 · 0.26%
Similar plansRetail Trade · Maine
Colby and Gale, Inc. ME$10.2M · 0.69%
R H Reny Inc ME$9.5M · 0.43%
V.I.P, Inc. ME$9.3M · 1.07%
Maritime Energy, Inc. ME$7.0M · 0.29%
Rowe Ford Sales ME$6.4M · 0.35%
Fabian Oil Inc ME$5.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010288664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.