How big is Road 89 Advisors' plan?

Road 89 Advisors' plan reported $395K in assets and 1 participants for 2024.

Original filing (PDF)20251007190019NAL0008728320001

Road 89 Advisors

Name: Road 89 Advisors — RD 89 Advisors 401(k) Profit, Form 5500 (2024)
Creator: Road 89 Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RD 89 Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Road 89 Advisors' RD 89 Advisors 401(k) Profit Sharing Plan held $395K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

People on this filing

Michael Rodegerdts signed Road 89 Advisors' 2024 Form 5500 as plan administrator.

Michael Rodegerdts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Road 89 Advisors' EIN is 81-0689084.

EIN 81-0689084

Plan number 001

Plan year 2024

ACK ID 20251007190019NAL0008728320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Road 89 Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Road 89 Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROAD 89 ADVISORS.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROAD 89 ADVISORS

EIN

all filings

Address

431 CLEVELAND STREET · WOODLAND, CA · 95695

Phone

(530) 666-6337

Industry

Finance & Insurance

Plan administrator