Plan Ledger DOL Form 5500 · updated monthly

Roberts and Roberts, Inc.401(k)

ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN · BEVERLY HILLS, MI · plan year 2022

Reported admin expense ratio · 2022
0.68%

Roberts and Roberts, Inc. reported $8,796 in plan administrative expenses for 2022: 0.68% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Michigan (2,466th of 2,619), and 1,652nd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$1,221,935
Participants with balances28
Active participants72
Employer contributions—
Employee contributions$89,573
Employer contribution per active participant—
Average account balance$43,641
Benefits paid to participants$65,990
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Administrative expenses, itemized · 2022
Investment management$5,228
Professional / advisory$3,568
Total administrative$8,796
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,796 · 0.68%
Similar plansAccommodation & Food Services · Michigan
Epoch Hospitality, LLC MI$2.3M · 0.65%
Trigo Pizza Company, Inc. MI$1.8M · 1.13%
Alexi of Lapeer, Inc. MI$1.2M · 1.72%
Awbw Corp MI$1.2M · 0.69%
Dortch Enterprises, LLC MI$887K · 0.65%
Douglas Corporation MI$819K · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382479022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.