Plan Snapshot
- Plan Sponsor: Rubicon LLC
- Sponsor EIN: 720927730
- Sponsor Address: P.O. BOX 517, GEISMAR, LA, 70734
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $176.1M
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. |
|---|---|---|---|---|
| 2024 | 431 | $176.1M | $4.3M | $6.1M |
| 2023 | 422 | $155.1M | $3.8M | $5.7M |
| 2022 | 421 | $139.5M | $3.9M | $6.1M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $108,465 | $52,994 | — | — | — |
| 2023 | $101,964 | $61,202 | — | — | — |
| 2022 | $158,182 | $74,471 | — | — | — |