Openroad 401(K) Plan — Form 5500 plan (Openroad Opco. LLC)
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, Openroad 401(K) Plan is a benefit plan reported by Openroad Opco. LLC under EIN 88-2292587 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $6,438,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Openroad Opco. LLC
- EIN
- 88-2292587
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $6,438,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015122525NAL0049373152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,438,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,438,573
- Net assets (BOY)
- $5,016,938
Income & contributions
- Employer contributions
- $360,578
- Participant contributions
- $564,941
- Total contributions
- $925,519
- Total income / additions
- $1,691,488
Expenses & distributions
- Benefits paid
- $388,207
- Administrative expenses
- $30,739
- Total expenses
- $418,946
- Net increase / (decrease)
- $1,272,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks, LLC | REGISTERED INVESTMENTADV | $17,335 | $0 | 2023 |
| Pension Planning Consultants, Inc. | TPA | $3,125 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,622 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Openroad Opco. LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Cetera Advisor Networks, LLC — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation