Plan Ledger DOL Form 5500 · updated monthly

Robertson Construction Services, Inc.401(k)

ROBERTSON CONSTRUCTION SERVICES, INC. 401(K) PLAN · HEATH, OH · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Robertson Construction Services, Inc. reported $29,113 in plan administrative expenses for 2023: 0.35% of average plan assets, below the peer median. Employer contributions averaged $2,568 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 1 year on file its reported administrative ratio fell from 0.44% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (2,056th of 3,295), and 3,195th of 5,337 in construction. In 2023, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,339,099
Participants with balances196
Active participants188
Employer contributions$482,757
Employee contributions$645,142
Employer contribution per active participant$2,568
Average account balance$47,648
Benefits paid to participants$268,569
Plan auditUnmodified (clean) audit opinion
AuditorWILSON, SHANNON & SNOW, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$-26.0M · 152 accts · $3.6M emplr
2023$9.3M · 196 accts · $483K emplr
2022$7.3M · 202 accts · $428K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,113
Total administrative$29,113
The Robertson Construction Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,568
Median for plans this size$1,308
2024$20,055 per active participant
2023$2,568 per active participant
2022$2,149 per active participant

Robertson Construction Services, Inc.'s 2023 employer contribution ran above the $1,308 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 · 20232
NATIONWIDE · Other services · Loan processing$15,918
REHMANN FINANCIAL GROUP LLC · Loan processing · Recordkeeping$13,197

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

Administrative cost history3
2024Not separately reported
2023$29,113 · 0.35%
2022$33,693 · 0.44%
All plans at this employer2
ROBERTSON CONSTRUCTION SERVICES, INC. 401(K) PLAN401(k)
THE CONTRACTORS RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansConstruction · Ohio
Beacon Electric Company OH$9.7M · 0.72%
Aeroseal, LLC OH$9.3M · 0.13%
Chemcote, Inc. OH$9.1M · 0.76%
Keene Management, Inc. OH$8.7M · 0.87%
Ke Gutridge, LLC OH$8.6M · 0.76%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311502538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.