Roberson Motors 401(k) match, vesting and fees
What Roberson Motors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Gescher Herber Group, LLC | Schedule C ↗ |
| Independent auditor | Nowell & Russell, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Roberson Motors: employer contribution per participant | $588 | |
| Peer median | $1,247 |
| Roberson Motors: average balance | $58,267 | |
| Peer median | $56,979 |
| Roberson Motors: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.5M at the end of plan year 2021 to $7.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 141 | $7.8M | $79K | $588 | 0.55% | Not published | Form 5500 ↗ |
| 2024 | 129 | $7.4M | $106K | $858 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 118 | $6.4M | $101K | $883 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 117 | $5.9M | $150K | $1,415 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 119 | $6.5M | $159K | $1,335 | 0.74% | Not published | Form 5500 ↗ |
Common questions
Does Roberson Motors match 401(k) contributions?
The match terms for the Roberson Motors, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $79K in employer contributions, about $588 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Roberson Motors 401(k) match vested?
The vesting schedule for the Roberson Motors, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Roberson Motors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Gescher Herber Group, LLC. The plan administrator is Roberson Motors, Inc..
I left Roberson Motors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Roberson Motors, Inc., (503) 363-4117) or the recordkeeper, Gescher Herber Group, LLC. The Roberson Motors old 401(k) page lists the contacts from every plan filing. Find an old Roberson Motors 401(k)
Data from the public Form 5500 annual reports Roberson Motors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Roberson Motors. Not financial advice. Report a correction · Methodology