Plan Snapshot
- Plan Sponsor: Openroad Transportation, INC
- Sponsor EIN: 201194559
- Sponsor Address: PO BOX 627, DALLAS, OR, 97338
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $11.3M
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. |
|---|---|---|---|---|
| 2024 | 153 | $11.3M | $456,097 | $1.0M |
| 2023 | 158 | $8.8M | $419,856 | $921,074 |
| 2022 | 154 | $6.0M | $355,735 | $773,090 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $67,002 | $9,525 | $7,282 | — | — |
| 2023 | $43,761 | $8,123 | $33,988 | — | — |
| 2022 | $34,429 | $4,352 | $30,077 | — | — |