Plan Snapshot
- Plan Sponsor: Openroad Lending, LLC
- Sponsor EIN: 271293701
- Sponsor Address: 5555 N. BEACH STREET, STE. 4100, FORT WORTH, TX, 76137
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 125
- Total Assets: $6.3M
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. |
|---|
| 2025 | 125 | $6.3M | $0 | $0 |
| 2024 | 104 | $5.5M | $191,032 | $355,295 |
| 2023 | 136 | $5.4M | $163,709 | $278,560 |