· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROADWAY ADVANTAGE, INC. — ROADWAY ADVANTAGE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516113348NAL0031552240002
ROADWAY ADVANTAGE, INC.
Form 5500-SF
FILING_RECEIVED
ROADWAY ADVANTAGE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROADWAY ADVANTAGE, INC.
.
Find decision makers
Plan sponsor
Name
ROADWAY ADVANTAGE, INC.
EIN
82-3071737
Address
1240 N. LAKEVIEW AVENUE, SUITE 285 · ANAHEIM, CA · 92807
Phone
(714) 912-1209
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-05-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
STEVEN G. SEIGEL CPA
STEVEN G. SEIGEL CPA PSP
$1.1M · 2 participants
HAMILTON PET MEADOW, INC.
HAMILTON PET MEADOW INC 401K PROFIT SHARING PLAN & TRUST
$1.1M · 77 participants
PUEBLO FAMILY PHYSICIANS LTD
PUEBLO FAMILY PHYSICIANS LTD 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 53 participants
MIS CONSTRUCTION SOFTWARE, INC.
MIS CONSTRUCTION SOFTWARE, INC. 401(K) SALARY REDUCTION PLAN & TRUST
$1.1M · 1 participants
CLARK DUNCAN & MORRIS INC 401K
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CLARK DUNCAN & MORRIS INC 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 9 participants
ASHBURN VILLAGE CHIROPRACTIC
ASHBURN VILLAGE CHIROPRACTIC 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
