Plan Ledger DOL Form 5500 · updated monthly

Robinson, Bradshaw & Hinson, P.A.401(k)

ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Robinson, Bradshaw & Hinson, P.A. reported $184,643 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $20,404 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 3 years on file its reported administrative ratio has held roughly steady near 0.102%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 124th-largest of 2,005 plans among North Carolina employers on file, and the 825th of 11,654 in professional & technical services. In 2024, the employer put in $1.49 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$194,054,768
Participants with balances299
Active participants256
Employer contributions$5,223,379
Employee contributions$3,497,466
Employer contribution per active participant$20,404
Average account balance$649,013
Benefits paid to participants$7,592,047
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$194.1M · 299 accts · $5.2M emplr
2023$169.3M · 293 accts · $5.0M emplr
2022$152.2M · 282 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,799
Investment management$140,844
Total administrative$184,643
The Robinson, Bradshaw & Hinson, P.A. 401(k) match · 2024
Employer contribution per active participant$20,404
Median for plans this size$3,635
2024$20,404 per active participant
2023$20,175 per active participant
2022$19,536 per active participant

Robinson, Bradshaw & Hinson, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$53,307
GLASSY MOUNTAIN ADVISORS INC · Investment advisory (participants)$68,790
KINGFISHER CAPITAL LLC · Investment advisory (participants)$31,303
BRAGG FINANCIAL ADVISORS INC · Investment advisory (participants)$31,168
CHARLES SCHWAB & CO.,INC. · Securities brokerage$674

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$184,643 · 0.10%
2023$161,009 · 0.10%
2022$176,559 · 0.10%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Hoffman & Hoffman, Inc. NC$389.3M · 0.06%
Family Health International NC$257.9M · 0.04%
Inmar, Inc. NC$240.9M · 0.07%
Avidxchange, Inc. NC$120.5M · 0.24%
Ward and Smith, P.A. NC$119.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560944079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.