Plan Snapshot
- Plan Sponsor: Openroad Opco. LLC
- Sponsor EIN: 882292587
- Sponsor Address: 7500 RIALTO BLVD. BLDG. 2, SUITE 23, AUSTIN, TX, 78735
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $8.0M
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. |
|---|---|---|---|---|
| 2024 | 398 | $8.0M | $564,929 | $986,331 |
| 2023 | 352 | $6.4M | $360,578 | $564,941 |
| 2022 | 118 | $5.0M | $83,859 | $133,859 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,399 | — | $40,399 | — | — |
| 2023 | $30,739 | — | — | — | — |
| 2022 | $11,620 | $6,261 | $3,484 | — | — |