AUMdb

Roberson Motors, Inc. 401(k) Profit Sharing Plan

Sponsored by Roberson Motors, Inc. · EIN 930502380 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
107
With balances
124

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gescher Herber Group, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $34,119
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $14,978
Jarrard, Seibert, Pollard & Co, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $8,350
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0