Plan Snapshot
- Plan Sponsor: Robert Resources, L.L.C.
- Sponsor EIN: 721446050
- Sponsor Address: 135 ROBERT E LEE BLVD, NEW ORLEANS, LA, 70124
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 491 | $4.7M | $56,374 | $258,359 |
| 2023 | 370 | $4.6M | $55,047 | $252,241 |
| 2022 | 282 | $3.9M | $58,451 | $287,103 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,500 | — | — | — | — |
| 2023 | $8,993 | — | — | — | — |
| 2022 | $8,458 | — | $8,458 | — | — |