Plan Ledger DOL Form 5500 · updated monthly

Wake Robin Corporation401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF WAKE ROBIN CORPORATION · SHELBURNE, VT · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Wake Robin Corporation reported $2,086 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,016 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Vermont (120th of 230), and the 4,593rd of 11,911 in health care & social assistance. In 2025, employees put in $2.47 for every $1.00 the employer contributed; active participation has shrunk from 225 to 150 since 2022.

Plan summary
Net assets, end of year$14,485,364
Participants with balances217
Active participants150
Employer contributions$302,408
Employee contributions$748,057
Employer contribution per active participant$2,016
Average account balance$66,753
Benefits paid to participants$1,337,600
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.5M · 217 accts · $302K emplr
2024$12.1M · 233 accts · $291K emplr
2023$10.7M · 224 accts · $162K emplr
2022$9.9M · 225 accts · $177K emplr
The Wake Robin Corporation 401(k) match · 2025
Employer contribution per active participant$2,016
Median for plans this size$2,666
2025$2,016 per active participant
2024$2,600 per active participant
2023$1,081 per active participant
2022$788 per active participant

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

Service providers · 20251
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,086

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2025$2,086 · 0.02%
2024$1,725 · 0.02%
2023$679 · 0.01%
2022$1,042 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Vermont

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222535376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.