Plan Ledger DOL Form 5500 · updated monthly

Robert Resources, L.L.C.401(k)

ROBERT RESOURCES, L.L.C. RETIREMENT PLAN AND TRUST · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.70%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Robert Resources, L.L.C. reported $32,500 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $115 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.19% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Louisiana (613th of 884), and 3,842nd of 5,215 in retail trade. In 2024, employees put in $4.58 for every $1.00 the employer contributed; active participation has grown from 282 to 491 since 2022.

Plan summary
Net assets, end of year$4,713,117
Participants with balances157
Active participants491
Employer contributions$56,374
Employee contributions$258,359
Employer contribution per active participant$115
Average account balance$30,020
Benefits paid to participants$1,062,217
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 157 accts · $56K emplr
2023$4.6M · 163 accts · $55K emplr
2022$3.9M · 168 accts · $58K emplr
The Robert Resources, L.L.C. 401(k) match · 2024
Employer contribution per active participant$115
Median for plans this size$1,313
2024$115 per active participant
2023$149 per active participant
2022$207 per active participant

Robert Resources, L.L.C.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
NATIONWIDE · Investment management$13,143
IRON FIDUCIARY · Investment management$2,291
PROACCOUNT · Investment advisory (participants)$1,749
NATIONWIDE RETIREMENT PLANS · Investment management$735
NATIONWIDE LIFE INSURANCE COMPANY · Investment management$458
NATIONWIDE · Investment management$438

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$32,500 · 0.70%
2023$8,993 · 0.21%
2022$8,458 · 0.19%
Same employer
Similar plansRetail Trade · Louisiana
Vega Automotive Group LA$5.7M · 0.25%
Bergeron Motors, Inc. LA$5.0M · 0.05%
Hampton Inc. LA$4.9M · 0.08%
Ryan Chevrolet, LLC LA$4.6M · 0.43%
Giles Automotive, Inc. LA$4.4M · 0.67%
Courtesy Chevrolet, Inc. LA$3.5M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721446050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.