How big is Openroad Transportation, Inc.'s plan?

Openroad Transportation, Inc.'s plan reported $11.3M in assets and 153 participants for 2024.

Original filing (PDF)20250926163147NAL0014056370001

Openroad Transportation, Inc.

Name: Openroad Transportation, Inc. — Openroad Transportat, Form 5500 (2024)
Creator: Openroad Transportation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

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

401(k) retirement plan · Openroad Transportation, Inc.'s Openroad Transportation, Inc. 401(k) Profit Sharing Plan held $11.3M in plan assets for 153 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions20% employer stock

Active participants

153

Accounts w/ balance

160

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan identifiers

Openroad Transportation, Inc.'s EIN is 20-1194559.

EIN 20-1194559

Plan number 001

Plan year 2024

ACK ID 20250926163147NAL0014056370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Openroad Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Openroad Transportation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPENROAD TRANSPORTATION, INC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).
Total administrative cost in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

OPENROAD TRANSPORTATION, INC

EIN

all filings

Address

PO BOX 627 · DALLAS, OR · 97338

Phone

(503) 687-2788

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$52K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

31 direct securities· $10.9M(96% of reported assets)

Mutual Funds

$5.4M

16 holdings

Common Collective Trusts

$3.2M

4 holdings

Common Stocks

$2.1M

9 holdings

Stable Value

$79K

1 holding

Other securities

$75K

1 holding

					% of plan
FIDELITY 500 INDEX Registered investment company	Common Collective Trusts	—	—	$2.3M	20.0%
NUVEEN LIFECYCLE INDEX 2035 R6 Registered investment company	Mutual Funds	—	—	$1.5M	13.6%
NUVEEN LIFECYCLE INDEX 2045 R6 Registered investment company	Mutual Funds	—	—	$897K	7.9%
EMPOWER MOD AGG PROFILE FUND INST Registered investment company	Common Stocks	—	—	$786K	6.9%
EMPOWER AGG PROFILE FUND INST Registered investment company	Common Stocks	—	—	$629K	5.6%
NUVEEN LIFECYCLE INDEX 2055 R6 Registered investment company	Mutual Funds	—	—	$513K	4.5%
NUVEEN LIFECYCLE INDEX 2040 R6 Registered investment company	Mutual Funds	—	—	$428K	3.8%
ISHARES U.S. AGGREGATE BOND INDEX K Registered investment company	Common Stocks	—	—	$373K	3.3%
NUVEEN INTERNATIONAL EQUITY INDEX R6 Registered investment company	Common Collective Trusts	—	—	$371K	3.3%
NUVEEN LIFECYCLE INDEX 2030 R6 Registered investment company	Mutual Funds	—	—	$336K	3.0%
VANGUARD MID CAP INDEX FUND - ADMIRAL Registered investment company	Common Collective Trusts	—	—	$324K	2.9%
VANGUARD GROWTH INDEX ADM Registered investment company	Mutual Funds	—	—	$310K	2.7%
ISHARES RUSSELL 2000 SMALL-CAP INDEX K Registered investment company	Common Collective Trusts	—	—	$232K	2.1%
VANGUARD EQUITY-INCOME ADM Registered investment company	Mutual Funds	—	—	$231K	2.0%
NUVEEN LIFECYCLE INDEX 2015 R6 Registered investment company	Mutual Funds	—	—	$186K	1.6%
NUVEEN LIFECYCLE INDEX 2050 R6 Registered investment company	Mutual Funds	—	—	$176K	1.6%
ISHARES MSCI EAFE INTERNATIONAL INDX INS Registered investment company	Common Stocks	—	—	$169K	1.5%
NUVEEN LIFECYCLE INDEX 2060 R6 Registered investment company	Mutual Funds	—	—	$159K	1.4%
'VANGUARD EXPLORER ADM Registered investment company	Mutual Funds	—	—	$135K	1.2%
NUVEEN LIFECYCLE INDEX 2020 R6 Registered investment company	Mutual Funds	—	—	$131K	1.2%
VANGUARD REAL ESTATE INDEX ADMIRAL Registered investment company	Mutual Funds	—	—	$116K	1.0%
NUVEEN LIFECYCLE INDEX 2025 R6 Registered investment company	Mutual Funds	—	—	$87K	0.8%
NUVEEN HIGH YIELD R6 Registered investment company	Mutual Funds	—	—	$81K	0.7%
KEY GUARANTEED PORTFOLIO FUND Guaranteed Investment Contract	Stable Value	—	—	$79K	0.7%
maturing through April 2029 0	Other securities	—	—	$75K	0.7%
EMPOWER MOD CON PROFILE FUND INST Registered investment company	Common Stocks	—	—	$73K	0.6%
EMPOWER CON PROFILE FUND INST Registered investment company	Common Stocks	—	—	$58K	0.5%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Registered investment company	Mutual Funds	—	—	$51K	0.5%
EMPOWER BOND INDEX INST Registered investment company	Common Stocks	—	—	$36K	0.3%
AB GLOBAL BOND Z Registered investment company	Common Stocks	—	—	$8K	<0.1%
EMPOWER MOD PROFILE FUND INST Registered investment company	Common Stocks	—	—	$3K	<0.1%