Plan Ledger DOL Form 5500 · updated monthly

Robinson Helicopter Company Inc.401(k)

ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Robinson Helicopter Company Inc. reported $128,873 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,100 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 0.08% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 848th-largest of 9,483 plans among California employers on file, and the 1,632nd of 13,661 in manufacturing. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 1,092 to 1,285 since 2022.

Plan summary
Net assets, end of year$123,272,648
Participants with balances987
Active participants1,285
Employer contributions$2,698,661
Employee contributions$6,772,848
Employer contribution per active participant$2,100
Average account balance$124,896
Benefits paid to participants$7,257,501
Plan auditUnmodified (clean) audit opinion
AuditorHENNINGFIELD & ASSOCIATES, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$123.3M · 987 accts · $2.7M emplr
2023$110.2M · 888 accts · $2.1M emplr
2022$99.4M · 856 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,373
Audit (IQPA)$5,500
Total administrative$128,873
The Robinson Helicopter Company Inc. 401(k) match · 2024
Employer contribution per active participant$2,100
Median for plans this size$3,635
2024$2,100 per active participant
2023$1,754 per active participant
2022$1,794 per active participant

Robinson Helicopter Company Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
T ROWE PRICE RPS INC · Recordkeeping · Trustee$84,873
BENEFIT FINACIAL SERVICES GROUP · Consulting$38,000
HENNINGFIELD & ASSOCIATES, INC. · Accounting / audit$5,500

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$128,873 · 0.11%
2023$94,379 · 0.09%
2022$90,305 · 0.08%
Same employer
Similar plansManufacturing · California
Quidel Corporation CA$125.9M · 0.07%
Natus Medical Incorporated CA$124.3M · 0.00%
Robertson's Ready Mix, LTD. CA$121.3M · 0.30%
Qsc, LLC CA$119.4M · 0.11%
National Resilience, Inc. CA$118.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952834107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.