Plan Ledger DOL Form 5500 · updated monthly

Robson Communities, Inc.401(k)

ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST · SUN LAKES, AZ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Robson Communities, Inc. reported $54,299 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,398 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 0.15% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 184th-largest of 1,285 plans among Arizona employers on file, and the 277th of 2,096 in real estate & leasing. In 2024, employees put in $4.33 for every $1.00 the employer contributed; active participation has shrunk from 868 to 568 since 2022.

Plan summary
Net assets, end of year$51,465,233
Participants with balances655
Active participants568
Employer contributions$794,324
Employee contributions$3,439,337
Employer contribution per active participant$1,398
Average account balance$78,573
Benefits paid to participants$5,881,077
Plan auditUnmodified (clean) audit opinion
AuditorBARRY AND MOORE CPAS, PLC
Plan history3
Yearassets · accounts · employer contribution
2024$51.5M · 655 accts · $794K emplr
2023$47.9M · 672 accts · $801K emplr
2022$45.3M · 981 accts · $867K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,026
Investment management$2,273
Total administrative$54,299
The Robson Communities, Inc. 401(k) match · 2024
Employer contribution per active participant$1,398
Median for plans this size$2,416
2024$1,398 per active participant
2023$1,286 per active participant
2022$999 per active participant

Robson Communities, Inc.'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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$54,274

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$54,299 · 0.11%
2023$58,208 · 0.12%
2022$72,978 · 0.15%
All plans at this employer2
ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST401(k)
ROBSON COMMUNITIES, INC. HOMEOWNERS ASSOCIATIONS 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansReal Estate & Leasing · Arizona
Opendoor Labs Inc. AZ$67.5M · 0.25%
Pioneer Title Agency, Inc. AZ$64.5M · 0.47%
Progress Residential AZ$61.4M · 0.57%
Vestar Properties, Inc. AZ$22.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860665522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.