Plan Ledger DOL Form 5500 · updated monthly

Froehling & Robertson, Inc.401(k)

FROEHLING & ROBERTSON, INC. 401(K) PLAN · RICHMOND, VA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Froehling & Robertson, Inc. reported $45,428 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,395 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 3 years on file its reported administrative ratio rose from 0.16% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 885th-largest of 2,266 plans among Virginia employers on file, and the 4,949th of 11,654 in professional & technical services. In 2025, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,676,249
Participants with balances364
Active participants290
Employer contributions$404,524
Employee contributions$1,513,585
Employer contribution per active participant$1,395
Average account balance$65,045
Benefits paid to participants$3,036,879
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$23.7M · 364 accts · $405K emplr
2024$21.6M · 350 accts · $374K emplr
2023$20.4M · 347 accts · $360K emplr
2022$18.5M · 340 accts · $312K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$45,428
Total administrative$45,428
The Froehling & Robertson, Inc. 401(k) match · 2025
Employer contribution per active participant$1,395
Median for plans this size$2,666
2025$1,395 per active participant
2024$1,413 per active participant
2023$1,394 per active participant
2022$1,170 per active participant

Froehling & Robertson, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PASI, LLC · Contract administrator$6,585
EMPOWER ADVISORY GROUP, LLC · Investment management$5,102
THE RETIREMENT PLAN COMPANY, LLC · Contract administrator$2,660

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

Administrative cost history4
2025$45,428 · 0.20%
2024$43,044 · 0.21%
2023$40,439 · 0.21%
2022$31,994 · 0.16%
Same employer
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Bart & Associates, LLC VA$24.0M · 0.32%
Netimpact Strategies, Inc. VA$23.9M · 0.47%
Quadrint, Inc. VA$23.5M · 0.29%
Baskervill & Son, P.C. VA$23.3M · 0.24%
Geologics Corporation VA$23.2M · 0.26%
Rdr, Inc. VA$23.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540217380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.