Plan5500

10 Roads Express 401(K) Plan — Form 5500 plan (10 Roads Express)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 10 Roads Express 401(K) Plan is a benefit plan reported by 10 Roads Express under EIN 61-1947439 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,715 participants and $62,456,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
10 Roads Express
EIN
61-1947439
Plan number
001
Plan type
2
Location
Carter Lake, IA
Latest filing year
2023
Participants
5,715
End-of-year plan assets
$62,456,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,715H, C20240920085049NAL0007206401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,456,084
Total liabilities (EOY)
$0
Net assets (EOY)
$62,456,084
Net assets (BOY)
$51,725,749

Income & contributions

Employer contributions
$956,787
Participant contributions
$7,748,241
Total contributions
$9,283,641
Total income / additions
$17,345,492

Expenses & distributions

Benefits paid
$11,179,638
Administrative expenses
$196,174
Total expenses
$11,428,567
Net increase / (decrease)
$5,916,925

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$148,033$02023
Lpl Financial LLCADVISOR$48,141not reported in the loaded dataset2023
Lutz & CompanyACCOUNTANT/AUDITOR$20,500not reported in the loaded dataset2023

Related Form 5500 pages