Plan Ledger DOL Form 5500 · updated monthly

Robsag, Inc.401(k)

ROBSAG, INC. 401(K) PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
1.31%

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

Robsag, Inc. reported $5,492 in plan administrative expenses for 2024: 1.31% of average plan assets, above the peer median. Employer contributions averaged $2,226 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 3 years on file its reported administrative ratio rose from 1.81% to 2.15%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,021st of 9,483), and 11,259th of 11,911 in health care & social assistance. In 2024, the employer put in $3.82 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$611,768
Participants with balances160
Active participants140
Employer contributions$311,667
Employee contributions$81,656
Employer contribution per active participant$2,226
Average account balance$3,824
Benefits paid to participants$37,654
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Plan history4
Yearassets · accounts · employer contribution
2025$18K · $6K emplr
2024$612K · 160 accts · $312K emplr
2023$230K · 142 accts · $23K emplr
2022$127K · 177 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,771
Investment management$1,721
Total administrative$5,492
The Robsag, Inc. 401(k) match · 2024
Employer contribution per active participant$2,226
Median for plans this size$540
2024$2,226 per active participant
2023$165 per active participant
2022$464 per active participant

Robsag, Inc.'s 2024 employer contribution ran above the $540 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$6,112
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$1,720

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

Recordkeeper by year3
2025Newport (Ascensus)
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history4
2025$6,764 · 2.15%
2024$5,492 · 1.31%
2023$5,343 · 2.99%
2022$1,191 · 1.81%
Similar plansHealth Care & Social Assistance · California
La Mirada Healthcare, LLC CA$630K · 1.87%
Angel View, Inc. CA$622K · 0.29%
United Families, Inc. CA$597K · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522140745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.