Plan Snapshot
- Plan Sponsor: Rouse'S Enterprises, L.L.C.
- Sponsor EIN: 720799611
- Sponsor Address: 179 ROUSES DR, SCHRIEVER, LA, 70395
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,713
- Total Assets: $39.1M
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. |
|---|---|---|---|---|
| 2025 | 4,713 | $39.1M | $0 | $0 |
| 2024 | 3,810 | $35.1M | $592,588 | $2.5M |
| 2023 | 3,599 | $32.1M | $550,333 | $2.4M |
| 2022 | 3,203 | $26.9M | $503,619 | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $105,008 | — | $105,008 |
| REGIONS BANK DBA REGIONS TRUST | Other Service Provider | $34,935 | — | $34,935 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,943
- Estimated Expense Ratio: 0.358% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $4,158,495 | — | — | — | — |
| 2024 | $99,463 | — | — | — | — |
| 2023 | $86,284 | — | $86,284 | — | — |
| 2022 | $74,796 | — | $74,796 | — | — |