AUMdb

Openroad 401(k) Plan

Sponsored by Openroad Opco. Llc · EIN 882292587 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
398
With balances
188

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Cetera Advisor Networks, Llc Investment advisory (participants) $22,023
Pension Planning Consultants, Inc. Contract administrator, Participant loan processing, Participant communication $5,275
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $2,144