Plan Ledger DOL Form 5500 · updated monthly

Robb & Stucky International, Inc.401(k)

ROBB & STUCKY INTERNATIONAL, INC. EMPLOYEES RETIREMENT PLAN · FT MYERS, FL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Robb & Stucky International, Inc. reported $48,897 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,626 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 fell from 0.50% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,658th-largest of 3,644 plans among Florida employers on file, and the 2,402nd of 5,215 in retail trade. In 2024, employees put in $3.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,271,880
Participants with balances143
Active participants159
Employer contributions$258,507
Employee contributions$829,930
Employer contribution per active participant$1,626
Average account balance$78,824
Benefits paid to participants$945,116
Plan auditUnmodified (clean) audit opinion
AuditorHSC/TUSCAN & COMPANY, PA
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 143 accts · $259K emplr
2023$9.8M · 144 accts · $281K emplr
2022$7.0M · 134 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,830
Investment management$29,067
Total administrative$48,897
The Robb & Stucky International, Inc. 401(k) match · 2024
Employer contribution per active participant$1,626
Median for plans this size$2,416
2024$1,626 per active participant
2023$1,706 per active participant
2022$1,594 per active participant

Robb & Stucky International, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
M HOLDING SECURITIES$29,067
THE VANGUARD GROUP · Investment advisory (participants)$17,130

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

Administrative cost history3
2024$48,897 · 0.46%
2023$37,898 · 0.45%
2022$36,455 · 0.50%
Same employer
Similar plansRetail Trade · Florida
IT Works Marketing, Inc. FL$11.4M · 0.52%
Oxygen Development LLC FL$11.4M · 0.23%
Vera Automotive, Inc. FL$11.2M · 0.47%
Cm Management, Inc. FL$11.2M · 0.39%
Paradies Gifts, Inc. FL$11.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452318904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.