Plan Snapshot
- Plan Sponsor: Routeware, INC.
- Sponsor EIN: 931314649
- Sponsor Address: 16525 SW 72ND AVENUE, PORTLAND, OR, 97224
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 209
- Total Assets: $10.6M
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 | 209 | $10.6M | $0 | $0 |
| 2024 | 159 | $8.3M | $579,552 | $1.3M |
| 2023 | 140 | $7.2M | $479,900 | $969,556 |
| 2022 | 93 | $4.8M | $311,929 | $733,534 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES INC | Other Service Provider | — | $27,885 | $27,885 |
| THE ANGELL PENSION GROUP INC | Recordkeeper | $4,300 | $4,382 | $8,682 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,567
- Estimated Expense Ratio: 0.346% 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 |
|---|---|---|---|---|---|
| 2025 | $1,953,002 | — | $8,250 | — | — |
| 2024 | $5,025 | — | $4,825 | — | — |
| 2023 | $883,755 | — | — | — | — |
| 2022 | $135,712 | — | — | — | — |