Plan Ledger DOL Form 5500 · updated monthly

Robertshaw Controls Company401(k)

ROBERTSHAW CONTROLS COMPANY 401(K) PLAN · ITASCA, IL · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Robertshaw Controls Company reported $15,470 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,964 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 0.060%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,384th-largest of 3,702 plans among Illinois employers on file, and the 4,750th of 13,661 in manufacturing. In 2023, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,910,052
Participants with balances283
Active participants145
Employer contributions$719,709
Employee contributions$1,746,271
Employer contribution per active participant$4,964
Average account balance$98,622
Benefits paid to participants$3,178,439
Plan auditUnmodified (clean) audit opinion
AuditorBOIVIN & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2023$27.9M · 283 accts · $720K emplr
2022$23.6M · 291 accts · $712K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,470
Total administrative$15,470
The Robertshaw Controls Company 401(k) match · 2023
Employer contribution per active participant$4,964
Median for plans this size$2,440
2023$4,964 per active participant
2022$4,421 per active participant

Robertshaw Controls Company's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,208

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

Administrative cost history2
2023$15,470 · 0.06%
2022$15,647 · 0.06%
Same employer
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Ventra Ionia LLC IL$28.2M · 0.24%
Powertrain Rockford, Inc. IL$28.2M · 0.26%
Ejot Atf, LP IL$28.1M · 0.49%
Lanzatech, Inc. IL$28.0M · 0.50%
Ha International, LLC IL$27.5M · 0.23%
Ds Containers, Inc. IL$27.4M · 0.43%
American Labelmark Company IL$27.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541419531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.