Plan Snapshot
- Plan Sponsor: Roadone West, INC.
- Sponsor EIN: 550808374
- Sponsor Address: 9150 CHESAPEAKE DRIVE, SUITE 240, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $13.0M
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 | 396 | $13.0M | $274,008 | $733,183 |
| 2023 | 380 | $10.9M | $261,503 | $643,129 |
| 2022 | 337 | $8.9M | $228,883 | $601,493 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $87,542 | $29,673 | $57,869 | — | — |
| 2023 | $72,423 | $23,839 | $48,584 | — | — |
| 2022 | $70,560 | — | $47,229 | — | $23,331 |