Plan Ledger DOL Form 5500 · updated monthly

Robotic Research Opco, LLC401(k)

ROBOTIC RESEARCH 401(K) PLAN · CLARKSBURG, MD · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Robotic Research Opco, LLC reported $10,227 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,517 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 0.08% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 466th-largest of 1,671 plans among Maryland employers on file, and 2,406th of 4,798 in finance & insurance. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,299,891
Participants with balances366
Active participants276
Employer contributions$1,522,598
Employee contributions$3,399,657
Employer contribution per active participant$5,517
Average account balance$82,787
Benefits paid to participants$4,319,732
Plan auditUnmodified (clean) audit opinion
AuditorFRYE & COMPANY, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 366 accts · $1.5M emplr
2023$25.1M · 357 accts · $1.7M emplr
2022$14.8M · 320 accts · $762K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,588
Investment management$3,639
Total administrative$10,227
The Robotic Research Opco, LLC 401(k) match · 2024
Employer contribution per active participant$5,517
Median for plans this size$2,416
2024$5,517 per active participant
2023$6,668 per active participant
2022$2,532 per active participant

Robotic Research Opco, LLC's 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,588

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

Administrative cost history3
2024$10,227 · 0.04%
2023$4,830 · 0.02%
2022$12,336 · 0.08%
Same employer
Similar plansFinance & Insurance · Maryland
Forbright Bank MD$33.9M · 0.18%
Capital Bank, N.A. MD$32.5M · 0.37%
Newday USA MD$26.6M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873039683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.