Plan Ledger DOL Form 5500 · updated monthly

Robinson Oil Corporation401(k)

ROBINSON OIL CORPORATION 401(K) PLAN · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Robinson Oil Corporation reported $27,244 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,309 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 fell from 0.24% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 4,058th-largest of 9,483 plans among California employers on file, and the 1,715th of 5,215 in retail trade. In 2024, employees put in $3.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,015,803
Participants with balances260
Active participants234
Employer contributions$306,268
Employee contributions$1,089,876
Employer contribution per active participant$1,309
Average account balance$65,445
Benefits paid to participants$611,991
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 260 accts · $306K emplr
2023$14.4M · 260 accts · $277K emplr
2022$11.7M · 248 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,244
Total administrative$27,244
The Robinson Oil Corporation 401(k) match · 2024
Employer contribution per active participant$1,309
Median for plans this size$2,416
2024$1,309 per active participant
2023$1,184 per active participant
2022$1,176 per active participant

Robinson Oil Corporation's 2024 employer contribution ran below the $2,416 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
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$27,244

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$27,244 · 0.17%
2023$24,149 · 0.19%
2022$31,671 · 0.24%
Same employer
Similar plansRetail Trade · California
Ashby Lumber Company CA$17.3M · 0.46%
Rothy's, Inc. CA$17.1M · 0.09%
Adminsure, Inc. CA$17.0M · 0.27%
Chambers & Chambers, Inc. CA$16.9M · 0.40%
Eurostar, Inc. CA$16.8M · 2.00%
Cabi LLC CA$16.7M · 0.23%
Lymi Inc CA$16.5M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941730004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.