Plan Ledger DOL Form 5500 · updated monthly

Roland J. Robert Distributor, Inc.401(k)

ROLAND J. ROBERT DISTRIBUTOR, INC. 401(K) PLAN · GONZALES, LA · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

Roland J. Robert Distributor, Inc. reported $27,624 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $840 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Louisiana (695th of 884), and 541st of 612 in mining, oil & gas extraction. In 2022, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,161,228
Participants with balances84
Active participants151
Employer contributions$126,858
Employee contributions$225,698
Employer contribution per active participant$840
Average account balance$37,634
Benefits paid to participants$366,891
Plan auditUnmodified (clean) audit opinion
AuditorAPPLE GUERIN COMPANY, LLC
Administrative expenses, itemized · 2022
Professional / advisory$27,624
Total administrative$27,624
The Roland J. Robert Distributor, Inc. 401(k) match · 2022
Employer contribution per active participant$840
Median for plans this size$1,114

Roland J. Robert Distributor, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,624 · 0.81%
Similar plansMining, Oil & Gas Extraction · Louisiana
Cardinal Services, LLC LA$6.7M · 0.04%
Ecoserv Holding, LLC LA$6.6M · 0.62%
All Coast, LLC LA$4.4M · 0.04%
Synergen, LLC LA$1.7M · 0.90%
Buckhorn Services, LLC LA$1.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720522149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.