Robson Communities 401(k) match, vesting and fees
What Robson Communities' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Barry and Moore Cpas, Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Robson Communities: employer contribution per participant | $1,213 | |
| Peer median | $1,449 |
| Robson Communities: average balance | $78,573 | |
| Peer median | $44,821 |
| Robson Communities: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.36% |
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 $45.3M at the end of plan year 2022 to $51.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 714 | $51.5M | $794K | $1,213 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 735 | $47.9M | $801K | $1,192 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 1,044 | $45.3M | $867K | $884 | 0.15% | Not published | Form 5500 ↗ |
Other Robson Communities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Robson Communities, Inc. Homeowners Associations 401(k) Retirement 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Barry and Moore Cpas, Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Robson Communities match 401(k) contributions?
The match terms for the Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $794K in employer contributions, about $1,213 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robson Communities 401(k) match vested?
The vesting schedule for the Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robson Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Robson Communities, Inc..
I left Robson Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robson Communities, Inc., (480) 895-4329) or the recordkeeper, Schwab Retirement Plan Services,inc. The Robson Communities old 401(k) page lists the contacts from every plan filing. Find an old Robson Communities 401(k)
Data from the public Form 5500 annual reports Robson Communities filed with the U.S. Department of Labor (plan years 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 Robson Communities. Not financial advice. Report a correction · Methodology