Robert Resources 401(k) match, vesting and fees
What Robert Resources' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | 2023 Schedule C ↗ |
| Independent auditor | Carr, Riggs & Ingram, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Robert Resources: employer contribution per participant | $359 | |
| Peer median | $1,216 |
| Robert Resources: average balance | $30,020 | |
| Peer median | $50,590 |
| Robert Resources: admin expenses ÷ assets | 0.70% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.9M at the end of plan year 2021 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 567 | $4.7M | $56K | $359 | 0.70% | Not published | Form 5500 ↗ |
| 2023 | 451 | $4.6M | $55K | $338 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 362 | $3.9M | $58K | $348 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 332 | $4.9M | $56K | $319 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Robert Resources match 401(k) contributions?
The match terms for the Robert Resources, L.L.C. Retirement Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $56K in employer contributions, about $359 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robert Resources 401(k) match vested?
The vesting schedule for the Robert Resources, L.L.C. Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robert Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Nationwide. The plan administrator is Robert Resources, L.L.C..
I left Robert Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robert Resources, L.L.C., (504) 207-0162) or the recordkeeper, Nationwide. The Robert Resources old 401(k) page lists the contacts from every plan filing. Find an old Robert Resources 401(k)
Data from the public Form 5500 annual reports Robert Resources filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Robert Resources. Not financial advice. Report a correction · Methodology