Plan Ledger DOL Form 5500 · updated monthly

Robson Forensic, Inc.401(k)

ROBSON FORENSIC, INC. 401(K) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Robson Forensic, Inc. reported $75,014 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $604 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 0.38% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,375th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,871st of 11,654 in professional & technical services. In 2024, employees put in $18.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,173,466
Participants with balances228
Active participants183
Employer contributions$110,570
Employee contributions$2,033,838
Employer contribution per active participant$604
Average account balance$106,024
Benefits paid to participants$952,480
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 228 accts · $111K emplr
2023$20.2M · 220 accts · $102K emplr
2022$15.6M · 208 accts · $95K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,452
Investment management$48,562
Total administrative$75,014
The Robson Forensic, Inc. 401(k) match · 2024
Employer contribution per active participant$604
Median for plans this size$2,416
2024$604 per active participant
2023$546 per active participant
2022$554 per active participant

Robson Forensic, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 202412
VANGUARD GROUP, INC. · Recordkeeping · Custodial (securities)$17,345
CONRAD SIEGEL · Recordkeeping · Pension consulting$9,107
LPL FINANCIAL RPCP · Investment advisory (plan)$48,562
CAPITAL RESEARCH AND MANAGEMENT COM · Investment managementindirect comp
BNY MELLON INVESTMENT ADVISER, INC · Investment managementindirect comp
FEDERATED MDTA LLC · Investment managementindirect comp
VANECK ABSOLUTE RETURN ADVISERS COR · Investment managementindirect comp
BOSTON MANAGEMENT AND RESEARCH · Investment managementindirect comp
PGIM INVESTMENTS LLC · Investment managementindirect comp
INVESCO ADVISERS, INC. · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
BLACKROCK ADVISORS, LLC · Investment managementindirect comp

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

Recordkeeper by year2
2024Conrad Siegel, Vanguard
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Robson Forensic, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,014 · 0.34%
2023$59,926 · 0.33%
2022$64,913 · 0.38%
All plans at this employer2
ROBSON FORENSIC, INC. 401(K) PLAN401(k)
ROBSON FORENSIC EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232776905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.