Plan Ledger DOL Form 5500 · updated monthly

Robroy Industries, Inc.401(k)

ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN · VERONA, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Robroy Industries, Inc. reported $11,911 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,975 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 0.06% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,248th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,748th of 13,661 in manufacturing. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 241 to 270 since 2022.

Plan summary
Net assets, end of year$27,929,394
Participants with balances283
Active participants270
Employer contributions$1,343,351
Employee contributions$2,370,299
Employer contribution per active participant$4,975
Average account balance$98,690
Benefits paid to participants$1,988,640
Plan auditUnmodified (clean) audit opinion
AuditorSCHNEIDER DOWNS CO INC
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 283 accts · $1.3M emplr
2023$25.3M · 422 accts · $1.3M emplr
2022$19.7M · 269 accts · $848K emplr
Administrative expenses, itemized · 2024
Investment management$14,428
Total administrative$11,911
The Robroy Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$4,975
Median for plans this size$2,416
2024$4,975 per active participant
2023$3,271 per active participant
2022$3,517 per active participant

Robroy Industries, Inc.'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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,428
USI CONSULTING GROUP · Other services$8,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$11,911 · 0.04%
2023$9,755 · 0.04%
2022$13,079 · 0.06%
Same employer
Similar plansManufacturing · Pennsylvania
Wuxi Biologics USA, LLC PA$28.7M · 0.35%
Adaptimmune, LLC PA$28.4M · 0.30%
Rigidply Rafters, Inc. PA$27.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232926669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.