Robertson Construction Holdings retirement plan: assets, participants and fees
What Robertson Construction Holdings' retirement plan 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.
| Independent auditor | Wilson, Shannon & Snow, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Robertson Construction Holdings: employer contribution per participant | $4,102 | |
| Peer median | $2,411 |
| Robertson Construction Holdings: average balance | $28,541 | |
| Peer median | $61,921 |
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 $3.1M at the end of plan year 2021 to $4.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 149 | $4.3M | $611K | $4,102 | — | Not published | Form 5500 ↗ |
| 2023 | 142 | $3.8M | $759K | $5,343 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 135 | $2.9M | $424K | $3,142 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 124 | $3.1M | $489K | $3,946 | 0.00% | Not published | 5500-SF ↗ |
Other Robertson Construction Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Robertson Construction Services Employee Stock Ownership Plan
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 | Nationwide | 2023 Schedule C ↗ |
| Independent auditor | Wilson, Shannon & Snow, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Robertson Construction Holdings match 401(k) contributions?
The match terms for the The Contractors Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $611K in employer contributions, about $4,102 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robertson Construction Holdings 401(k) match vested?
The vesting schedule for the The Contractors Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robertson Construction Holdings 401(k)?
The filing names Robertson Construction Services, Inc. as plan administrator; it does not list a recordkeeper.
I left Robertson Construction Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robertson Construction Services, Inc., (740) 929-1000). The Robertson Construction Holdings old 401(k) page lists the contacts from every plan filing. Find an old Robertson Construction Holdings 401(k)
Data from the public Form 5500 annual reports Robertson Construction Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Robertson Construction Holdings. Not financial advice. Report a correction · Methodology