Plan Ledger DOL Form 5500 · updated monthly

Roberts Aircraft Co.401(k)

ROBERTS AIRCRAFT CO. 401(K) PLAN · CHEYENNE, WY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Roberts Aircraft Co. reported $1,633 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,037 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 has held roughly steady near 0.022%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wyoming (44th of 81), and 1,828th of 3,341 in other services. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,318,612
Participants with balances141
Active participants108
Employer contributions$435,996
Employee contributions$838,405
Employer contribution per active participant$4,037
Average account balance$58,997
Benefits paid to participants$440,790
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.3M · 141 accts · $436K emplr
2023$6.5M · 140 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,633
Total administrative$1,633
The Roberts Aircraft Co. 401(k) match · 2024
Employer contribution per active participant$4,037
Median for plans this size$1,313
2024$4,037 per active participant
2023$3,167 per active participant

Roberts Aircraft Co.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,633
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history2
2024$1,633 · 0.02%
2023$1,250 · 0.02%
Same employer
Similar plansOther Services · Wyoming
Service Industrial, Inc. TX$8.3M · 0.05%
United Fp Management, LLC TX$8.3M · 1.03%
USA Environment LP IL$8.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820225558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.