# Roadie, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roadie-inc-401k-plan

> Roadie, INC.'s 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roadie, INC.

- **Sponsor EIN:** 320438580

- **Sponsor Address:** 7778 MCGINNIS FERRY RD., SUWANEE, GA, 30024

- **Plan Type:** 401(k)

- **Total Participants:** 279

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|279|$9.1M|$940,557|$2.1M|

| 2023|227|$5.9M|$467,619|$1.5M|

| 2022|161|$3.0M|$304,867|$993,288|

## 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|

| HUMAN INTEREST ADVISOR LLC|RECORDKEEPER|$23,223|—|$23,223|

| WILLIAMS BENATOR & LIBBY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISOR LLC](https://planprovider.pro/provider/human-interest-inc) — RECORDKEEPER

- [WILLIAMS BENATOR & LIBBY, LLP](https://planprovider.pro/provider/williams-benator-and-libby-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,223

- **Estimated Expense Ratio:** 0.255% of plan assets

### 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|$23,223|—|—|—|—|

| 2023|$15,850|$15,850|—|—|—|

| 2022|$9,349|$9,349|—|—|—|

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