Plan Ledger DOL Form 5500 · updated monthly

The Robinette Company401(k)

THE ROBINETTE COMPANY 401(K) PLAN · BRISTOL, TN · plan year 2025

Reported admin expense ratio · 2025
0.44%

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

The Robinette Company reported $89,367 in plan administrative expenses for 2025: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,046 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 4 years on file its reported administrative ratio has held roughly steady near 0.443%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 524th-largest of 1,496 plans among Tennessee employers on file, and the 5,656th of 13,661 in manufacturing. In 2025, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,480,244
Participants with balances321
Active participants336
Employer contributions$351,479
Employee contributions$1,058,695
Employer contribution per active participant$1,046
Average account balance$66,917
Benefits paid to participants$2,264,154
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$21.5M · 321 accts · $351K emplr
2024$18.8M · 320 accts · $343K emplr
2023$15.6M · 301 accts · $294K emplr
2022$13.3M · 305 accts · $296K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$89,367
Total administrative$89,367
The The Robinette Company 401(k) match · 2025
Employer contribution per active participant$1,046
Median for plans this size$2,666
2025$1,046 per active participant
2024$1,037 per active participant
2023$933 per active participant
2022$950 per active participant

The Robinette Company's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$46,267
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$37,418

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

Administrative cost history4
2025$89,367 · 0.44%
2024$77,478 · 0.45%
2023$64,005 · 0.44%
2022$65,497 · 0.44%
Same employer
Similar plansManufacturing · Tennessee
Highly Marelli USA TN$23.3M · 0.14%
K.T.G. USA TN$21.9M · 0.07%
Card-Monroe Corp. TN$20.9M · 0.26%
Uster Technologies, Inc. TN$20.4M · 0.03%
Reinhausen Manufacturing TN$20.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621302284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.