Robertson Marketing Group 401(k) match, vesting and fees
What Robertson Marketing Group's 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 | Fidelity Investments Institutional | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Robertson Marketing Group: employer contribution per participant | $2,470 | |
| Peer median | $2,521 |
| Robertson Marketing Group: average balance | $86,116 | |
| Peer median | $75,833 |
| Robertson Marketing Group: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.27% |
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 $8.1M at the end of plan year 2021 to $9.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 195 | $9.2M | $264K | $2,470 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 178 | $8.6M | $220K | $2,291 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 185 | $7M | $149K | $1,569 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 135 | $8.1M | $0 | $0 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Robertson Marketing Group match 401(k) contributions?
The match terms for the Robertson Marketing Group, Inc. Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $264K in employer contributions, about $2,470 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robertson Marketing Group 401(k) match vested?
The vesting schedule for the Robertson Marketing Group, Inc. Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robertson Marketing Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Robertson Marketing Group, Inc..
I left Robertson Marketing Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robertson Marketing Group, Inc., (540) 389-0014) or the recordkeeper, Fidelity Investments Institutional. The Robertson Marketing Group old 401(k) page lists the contacts from every plan filing. Find an old Robertson Marketing Group 401(k)
Data from the public Form 5500 annual reports Robertson Marketing Group 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 Marketing Group. Not financial advice. Report a correction · Methodology