Plan Ledger DOL Form 5500 · updated monthly

Robbins Bros. Jewelry, Inc.401(k)

ROBBINS BROS. JEWELRY, INC. 401K PLAN · AZUSA, CA · plan year 2023

Reported admin expense ratio · 2023
0.75%

Robbins Bros. Jewelry, Inc. reported $67,013 in plan administrative expenses for 2023: 0.75% of average plan assets, above the peer median. 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 0.75% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,670th of 9,483), and 2,781st of 5,215 in retail trade. active participation has shrunk from 197 to 173 since 2022.

Plan summary
Net assets, end of year$9,300,018
Participants with balances256
Active participants173
Employer contributions—
Employee contributions$819,611
Employer contribution per active participant—
Average account balance$36,328
Benefits paid to participants$1,251,386
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL J. CONKEY & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 236 accts · $90 emplr
2023$9.3M · 256 accts
2022$8.5M · 315 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$67,013
Total administrative$67,013
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20236
TRUOG-RYDING COMPANY, INC. · Contract administrator$9,710
EMPOWER ADVISORY GROUP, LLC · Investment management$8,300
3 38 INVESTMENT FIDUCIARIES, INC · Investment advisory (plan)$4,304
ROBBINS BROS JEWELRY INC$45
AMERIPRISE FINANCIAL SERVICESindirect comp

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$88,033 · 0.97%
2023$67,013 · 0.75%
2022$77,420 · 0.75%
Same employer
Similar plansRetail Trade · California
Lularoe, LLC CA$9.4M · 0.04%
Truepill, Inc CA$9.4M · 0.59%
Turners Outdoors Inc. CA$9.4M · 0.01%
Unisource Solutions, Inc. CA$8.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264624291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.