Robins & Morton 401(k) Plan: Login, Facts & Contact Information

Robins & Morton 401(k) Plan Facts

Plan name
THE ROBINS & MORTON RETIREMENT SAVINGS PLAN
Plan type
401(k) and profit sharing
Plan sponsor
ROBINS & MORTON
Participants
1,745 (1,522 active employees)
Former employees with a balance
322
Plan assets
$221,696,596 at Dec 31, 2024
Average account balance
$124,339 across 1,783 accounts
Employer contributions
$10,922,572 in plan year 2024 (47% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1972
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $23.4 million went into the plan in contributions, $10.9 million of it from the employer (47%).
  • $13.2 million was paid out to participants.
  • Investment and other income added $25.5 million.
  • Administrative expenses were $268,398, about $151 per account.

How the Robins & Morton 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,418$118.2 million$3.84 million$5.92 million
20201,491$140.6 million$5.64 million$9.65 million
20211,373$166.0 million$7.12 million$8.87 million
20221,439$151.1 million$8.37 million$5.58 million
20231,611$186.3 million$9.88 million$12.9 million
20241,745$221.7 million$10.9 million$13.2 million

Robins & Morton 401(k) Contact Information

Phone
205-870-1000
Mailing address
400 SHADES CREEK PKWY, BIRMINGHAM AL 35209
Plan sponsor
ROBINS & MORTON
Employer identification number (EIN)
63-1076743
Plan number
001

Questions about the Robins & Morton 401(k)

Does Robins & Morton contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $10.9 million in employer contributions for plan year 2024.

Does the Robins & Morton 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Robins & Morton 401(k) plan?

1,745 participants at the start of plan year 2024, 1,522 of them active employees, and 322 former employees who still had money in the plan.

What is the average 401(k) balance at Robins & Morton?

About $124,339 per account: $221.7 million in plan assets across 1,783 accounts with a balance at the end of plan year 2024.

Who manages the Robins & Morton 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Robins & Morton. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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