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Original filing (PDF)20251007144412NAL0002553411001
ROBINDALE ENERGY SERVICES, INC.
Form 5500
FILING_RECEIVED
ROBINDALE ENERGY SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
875
Accounts w/ balance
1,011
Plan assets (EOY)
$70.6M
Net assets (EOY)
$70.6M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 125% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINDALE ENERGY SERVICES, INC..
Plan sponsor
Name
ROBINDALE ENERGY SERVICES, INC.
EIN
25-1872667
Address
1501 LIGONIER ST · LATROBE, PA · 15650
Phone
(712) 879-4264
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $166K | — |
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | — | NONE | $65K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $23K | — |
Investments
21 direct securities· $70.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund X N/A | — | — | — | $12.1M | 17.1% | |
| Fidelity 500 Index Fund N/A | — | — | — | $11.2M | 15.8% | |
| DFA International Core Equity Portfolio Institutional Class N/A | — | — | — | $8.6M | 12.1% | |
| The Standard Stable Asset Fund N/A | — | — | — | $8.5M | 12.1% | |
| JP Morgan Large Cap Growth R6 N/A | — | — | — | $7.3M | 10.3% | |
| Vanguard Equity-Income Fund Admiral N/A | — | — | — | $6.4M | 9.1% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $3.6M | 5.1% | |
| dates through April 2032. - | — | — | — | $1.9M | 2.7% | |
| Janus Henderson Enterprise Fund N N/A | — | — | — | $1.8M | 2.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral N/A | — | — | — | $1.8M | 2.6% | |
| Fidelity Mid Cap Index Fund N/A | — | — | — | $1.6M | 2.3% | |
| American Funds American Balanced Fund N/A | — | — | — | $1.5M | 2.1% | |
| Fidelity US Bond Index Fund N/A | — | — | — | $1.3M | 1.9% | |
| American Funds New Perspective Fund R6 N/A | — | — | — | $653K | 0.9% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class N/A | — | — | — | $506K | 0.7% | |
| Vanguard Materials Index Fund Admiral N/A | — | — | — | $474K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Admiral N/A | — | — | — | $294K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral N/A | — | — | — | $284K | 0.4% | |
| PIMCO Income Fund Institutional Class N/A | — | — | — | $217K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral N/A | — | — | — | $161K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral N/A | — | — | — | $51K | <0.1% |
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