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Original filing (PDF)20251014194533NAL0001798691001
ROUTEWARE, INC.
Form 5500
FILING_RECEIVED
ROUTEWARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
184
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- 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 ROUTEWARE, INC..
Plan sponsor
Name
ROUTEWARE, INC.
EIN
93-1314649
Address
16525 SW 72ND AVENUE · PORTLAND, OR · 97224
Phone
(503) 906-8527
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES INC | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294705 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities · 4 pooled funds· $16.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$8.2M
1 holding
Uncategorized
$8.2M
33 holdings
Common Collective Trust
$94K
3 holdings
Pooled Separate Accounts
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.2M | 98.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.2M | 14.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 13.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $880K | 10.6% | |
| Fidelity 500 Index Fund | — | — | — | $752K | 9.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $730K | 8.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $612K | 7.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $610K | 7.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $442K | 5.3% | |
| Fidelity Total Market Index Fund | — | — | — | $347K | 4.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $211K | 2.5% | |
| Vanguard Target Retirement 2020 Fund ** 164 Vanguard Target Retirement 2025 Fund | — | — | — | $183K | 2.2% | |
| Fidelity International Index Fund | — | — | — | $160K | 1.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $145K | 1.7% | |
| Franklin Templeton Putnam Global Technology Fund R6 | — | — | — | $141K | 1.7% | |
| Vanguard Explorer Fund Admiral | — | — | — | $125K | 1.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $93K | 1.1% | |
| METLIFE STABLE VAL SR 25053 O GREAT GRAY TRUST COMPANY · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $77K | 0.9% | |
| Franklin Templeton Franklin DynaTech Fund R6 | — | — | — | $57K | 0.7% | |
| Fidelity Advisor Total Bond Fund Z | — | — | — | $53K | 0.6% | |
| Fidelity Small Cap Ind Fund | — | — | — | $49K | 0.6% | |
| JPMorgan U.S. Equity Fund R6 | — | — | — | $38K | 0.5% | |
| American Funds American Funds American Balanced Fund R6 | Pooled Separate Accounts | — | — | $36K | 0.4% | |
| Participant loans Interest rates from 4.25% to 8.50% - 0 - | — | — | — | $34K | 0.4% | |
| Vanguard Energy Fund Admiral | — | — | — | $31K | 0.4% | |
| JPMorgan Mid Cap Value Fund R6 | — | — | — | $26K | 0.3% | |
| John Hancock John Hancock High Yield Fund R6 | — | — | — | $24K | 0.3% | |
| Nuveen Real Estate Securities Select R6 | — | — | — | $24K | 0.3% | |
| EMERGING MARKETS FUND R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $17K | 0.2% | |
| T.Rowe Price T.Rowe Price Equity Income Fund I | — | — | — | $17K | 0.2% | |
| Franklin Templeton Franklin Small Mid Cap Growth Fund R6 | — | — | — | $12K | 0.1% | |
| PIMCO Real Return Fund Institutional | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $6K | <0.1% | |
| John Hancock John Hancock Strategy Income Opportunities Fund R6 | — | — | — | $4K | <0.1% | |
| Franklin Templeton Franklin Small Cap Value Fund R6 | — | — | — | $4K | <0.1% | |
| MFS Investment Management MFS Utilities Fund R6 | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A | — | — | — | $2K | <0.1% | |
| INTERNATIONAL GROWTH FND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $320 | <0.1% |
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