Plan Ledger DOL Form 5500 · updated monthly

Robinson Enterprises Inc401(k)

ROBINSON ENTERPRISES INC 401K PROFIT SHARING PLAN · NEVADA CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Robinson Enterprises Inc reported $58,975 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,312 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 rose from 0.77% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,094th of 9,483), and 526th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 112 to 130 since 2022.

Plan summary
Net assets, end of year$7,731,419
Participants with balances145
Active participants130
Employer contributions$170,529
Employee contributions$458,875
Employer contribution per active participant$1,312
Average account balance$53,320
Benefits paid to participants$402,392
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 145 accts · $171K emplr
2023$6.8M · 144 accts · $145K emplr
2022$5.6M · 135 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,595
Investment management$1,380
Total administrative$58,975
The Robinson Enterprises Inc 401(k) match · 2024
Employer contribution per active participant$1,312
Median for plans this size$1,313
2024$1,312 per active participant
2023$1,154 per active participant
2022$1,207 per active participant

Robinson Enterprises Inc's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$4,655

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$58,975 · 0.81%
2023$59,677 · 0.97%
2022$47,803 · 0.77%
Similar plansAgriculture, Forestry & Fishing · California
Bee Sweet Citrus, Inc. CA$8.3M · 1.36%
Bridge Group Hh, Inc. CA$8.1M · 0.99%
Bidart Bros. CA$8.0M · 0.56%
Rivermaid Trading Company CA$7.9M · 0.54%
Blazerwilkinsongee, LLC CA$7.6M · 0.08%
Four Star Management, LLC CA$7.5M · 0.84%
Greenheart Farms, Inc. CA$7.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273043558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.