Robinson Helicopter Company Inc. 401(k) Review & Grade
Robinson Helicopter Company 401(k) Retirement Plan
Torrance, CAManufacturing1,226 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,201Employer $ per active participant
$5,524Employee $ saved per active participant
0.11%Direct admin cost, % of plan assets
$123.3MNet plan assets, end of year
$124,896Average balance per account
Score breakdown
- Employer generosity23.8 / 5048th percentile for employer $ per participant
- Low cost17.9 / 2572th percentile for low admin cost vs. same-size plans
- Employee saving8.8 / 1559th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score54 / 100 · Grade C
This plan vs. peers
Peers: Manufacturing plans with 500–2,499 active participants (2,376 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 48th |
| Lower admin cost | 72th |
| Employee saving | 59th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Robinson Helicopter Company put in about $2,201 per active participant, below the typical peer ($2,320). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,698,661 |
| Participant (employee) contributions | $6,772,848 |
| Other contributions (incl. rollovers in) | $306,273 |
| Administrative expenses paid from the plan | $128,873 |
| Other admin expenses | $38,000 |
| Benefits paid out | $7,257,501 |
| Net assets, start / end of year | $110.2M / $123.3M |
| Active participants, start / end of year | 1,167 / 1,285 |
| Participants with account balances | 987 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Henningfield & Associates, Inc. |
Largest service providers (Schedule C)
| T Rowe Price RPS Inc | $84,873 reported compensation |
| Benefit Finacial Services Group | $38,000 reported compensation |
| Henningfield & Associates, Inc. | $5,500 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251008173856NAL0003467699001, received 2025-10-08, EIN 95-2834107, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.