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Original filing (PDF)20251015082702NAL0005526880001
EAGLES ROUTES LLC
Form 5500
FILING_RECEIVED
EAGLES ROUTES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
239
Plan assets (EOY)
$486K
Net assets (EOY)
$486K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Shares of registered investment companies" is 49% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLES ROUTES LLC.
Plan sponsor
Name
EAGLES ROUTES LLC
EIN
84-4825790
Address
2175 NW RALEIGH ST SUITE 110 · PORTLAND, OR · 97210
Phone
(510) 485-6428
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $486K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Shares of registered investment companies | — | — | — | $240K | 49.2% | |
| Vanguard Total Intl Stock Index Admiral Shares of registered investment companies | — | — | — | $141K | 28.9% | |
| Vanguard Total Bond Market Index Adm Shares of registered investment companies | — | — | — | $44K | 9.1% | |
| Vanguard Real Estate Index Admiral Shares of registered investment companies | — | — | — | $40K | 8.3% | |
| Vanguard Total Intl Bd Idx Admiral Shares of registered investment companies | — | — | — | $20K | 4.1% | |
| Vanguard Short-Term Infl-Prot Se Idx Adm Shares of registered investment companies | — | — | — | $1K | 0.3% |
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