Roux Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Roux Associates, Inc. 401(k) Plan Facts

Plan name
ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROUX ASSOCIATES, INC.
Participants
545 (440 active employees)
Former employees with a balance
140
Plan assets
$109,579,313 at Dec 31, 2024
Average account balance
$199,598 across 549 accounts
Employer contributions
$1,539,995 in plan year 2024 (15% of all contributions)
Recordkeeper
Fidelity Workplace Services Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.6 million went into the plan in contributions, $1.54 million of it from the employer (15%).
  • $10.2 million was paid out to participants.
  • Investment and other income added $16.3 million.
  • Administrative expenses were $14,795, about $27 per account.

How the Roux Associates, Inc. 401(k) changed, 2018–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018578$46.0 million$909,492$2.96 million
2019350$57.2 million$970,430$4.90 million
2021403$85.9 million$1.20 million$4.61 million
2022412$71.0 million$1.30 million$2.43 million
2023465$92.9 million$1.57 million$1.68 million
2024545$109.6 million$1.54 million$10.2 million

Roux Associates, Inc. 401(k) Contact Information

Phone
631-232-2600
Mailing address
209 SHAFTER STREET, ISLANDIA NY 11749
Plan sponsor
ROUX ASSOCIATES, INC.
Employer identification number (EIN)
11-2579482
Plan number
001

Questions about the Roux Associates, Inc. 401(k)

Does Roux Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.54 million, 15% of all contributions.

Does the Roux Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Roux Associates, Inc 401(k) plan?

545 participants at the start of plan year 2024, 440 of them active employees, and 140 former employees who still had money in the plan.

What is the average 401(k) balance at Roux Associates, Inc?

About $199,598 per account: $109.6 million in plan assets across 549 accounts with a balance at the end of plan year 2024.

Who manages the Roux Associates, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY WORKPLACE SERVICES LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Roux Associates, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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