AUMdb

Openroad Transportation, Inc. 401(k) Profit Sharing Plan

Sponsored by Openroad Transportation, Inc · EIN 201194559 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
153
With balances
160

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co. Recordkeeping fees $52,061
Empower Advisory Group, Llc Investment management $9,525
Independent Retirement Consulting Contract administrator $2,537
Ameriprise Financial Services, Llc Other commissions $0