Plan Ledger DOL Form 5500 · updated monthly

Robinson Fans Holdings, Inc.401(k)

ROBINSON FANS HOLDINGS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST · ZELIENOPLE, PA · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Robinson Fans Holdings, Inc. reported $38,880 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,738 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 fell from 0.22% to 0.11%. 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 906th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,523rd of 13,661 in manufacturing. In 2023, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,632,673
Participants with balances344
Active participants273
Employer contributions$747,462
Employee contributions$1,273,904
Employer contribution per active participant$2,738
Average account balance$123,932
Benefits paid to participants$4,082,709
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$40.2M · 398 accts · $780K emplr
2024$41.8M · 377 accts · $974K emplr
2023$42.6M · 344 accts · $747K emplr
2022$21.7M · 294 accts · $170K emplr
Administrative expenses, itemized · 2023
Investment management$66,029
Total administrative$38,880
The Robinson Fans Holdings, Inc. 401(k) match · 2023
Employer contribution per active participant$2,738
Median for plans this size$2,440
2025$2,509 per active participant
2024$3,083 per active participant
2023$2,738 per active participant
2022$669 per active participant

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

Service providers · 20232
LPL FINANCIAL LLC · Investment advisory (plan)$66,029

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

Administrative cost history4
2025$46,110 · 0.11%
2024$40,089 · 0.09%
2023$38,880 · 0.12%
2022$53,634 · 0.22%
All plans at this employer2
ROBINSON FANS HOLDINGS, INC. PROFIT SHARING PLANProfit-sharing plan
ROBINSON FANS HOLDINGS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Dietz & Watson, Inc. PA$43.2M · 0.41%
Highland Tank, LLC PA$42.9M · 0.02%
Thlp Co., LLC PA$42.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263885665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.