Plan Ledger DOL Form 5500 · updated monthly

Robots and Pencils, LP401(k)

ROBOTS AND PENCILS, LP 401(K) PROFIT SHARING PLAN · CHAGRIN FALLS, OH · plan year 2023

Reported admin expense ratio · 2023
0.60%

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

Robots and Pencils, LP reported $24,520 in plan administrative expenses for 2023: 0.60% of average plan assets, above the peer median. Employer contributions averaged $6,865 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 1 year on file its reported administrative ratio rose from 0.56% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,579th of 3,295), and 9,913th of 11,654 in professional & technical services. In 2023, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,705,023
Participants with balances103
Active participants54
Employer contributions$370,695
Employee contributions$725,465
Employer contribution per active participant$6,865
Average account balance$45,680
Benefits paid to participants$564,370
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.7M · 103 accts · $371K emplr
2022$3.5M · 112 accts · $473K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,917
Investment management$11,603
Total administrative$24,520
The Robots and Pencils, LP 401(k) match · 2023
Employer contribution per active participant$6,865
Median for plans this size$1,308
2023$6,865 per active participant
2022$6,667 per active participant

Robots and Pencils, LP's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP · Contract administrator$10,681
MARCUM WEALTH LLC · Investment advisory (plan)$7,044

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

Administrative cost history2
2023$24,520 · 0.60%
2022$18,971 · 0.56%
Similar plansProfessional & Technical Services · Ohio
Datafield, Inc. OH$4.8M · 0.82%
Crimson Government, LLC OH$4.8M · 0.65%
Fit Technologies, LLC OH$4.7M · 0.90%
Daily Services, LLC OH$4.6M · 0.08%
Ingage Partners, Inc. OH$4.5M · 0.69%
Tensure Consulting, LLC OH$4.4M · 0.12%
Path Robotics, Inc. OH$4.3M · 1.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 814857492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.