Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$1,877,948
2024 Contributions
$394,252
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $1,877,948 | $394,252 | $17,141iApproximate average salary by contribution assumption: employee only about $428,535 at 4% or $285,690 at 6%; with 50% employer match about $285,690 at 4% or $190,460 at 6%; with 100% employer match about $214,267 at 4% or $142,845 at 6%. |
| Robbins Reed Inc. 401(K) Plan | - | 23 | $1,877,948 | $394,252 | $17,141iApproximate average salary by contribution assumption: employee only about $428,535 at 4% or $285,690 at 6%; with 50% employer match about $285,690 at 4% or $190,460 at 6%; with 100% employer match about $214,267 at 4% or $142,845 at 6%. |
| 2023 | 1 | 21 | $1,234,034 | $184,911 | $8,805iApproximate average salary by contribution assumption: employee only about $220,132 at 4% or $146,755 at 6%; with 50% employer match about $146,755 at 4% or $97,837 at 6%; with 100% employer match about $110,066 at 4% or $73,377 at 6%. |
| Robbins Reed Inc. 401(K) Plan | - | 21 | $1,234,034 | $184,911 | $8,805iApproximate average salary by contribution assumption: employee only about $220,132 at 4% or $146,755 at 6%; with 50% employer match about $146,755 at 4% or $97,837 at 6%; with 100% employer match about $110,066 at 4% or $73,377 at 6%. |
| 2022 | 1 | 20 | $842,734 | $202,105 | $10,105iApproximate average salary by contribution assumption: employee only about $252,631 at 4% or $168,421 at 6%; with 50% employer match about $168,421 at 4% or $112,281 at 6%; with 100% employer match about $126,316 at 4% or $84,210 at 6%. |
| Robbins Reed Inc. 401(K) Plan | - | 20 | $842,734 | $202,105 | $10,105iApproximate average salary by contribution assumption: employee only about $252,631 at 4% or $168,421 at 6%; with 50% employer match about $168,421 at 4% or $112,281 at 6%; with 100% employer match about $126,316 at 4% or $84,210 at 6%. |
| 2021 | 1 | 19 | $802,409 | $672,737 | $35,407iApproximate average salary by contribution assumption: employee only about $885,180 at 4% or $590,120 at 6%; with 50% employer match about $590,120 at 4% or $393,413 at 6%; with 100% employer match about $442,590 at 4% or $295,060 at 6%. |
| Robbins Reed Inc. 401(K) Plan | - | 19 | $802,409 | $672,737 | $35,407iApproximate average salary by contribution assumption: employee only about $885,180 at 4% or $590,120 at 6%; with 50% employer match about $590,120 at 4% or $393,413 at 6%; with 100% employer match about $442,590 at 4% or $295,060 at 6%. |