Plan Ledger DOL Form 5500 · updated monthly

Routeware, Inc.401(k)

ROUTEWARE, INC. 401(K) PLAN · PORTLAND, OR · plan year 2025

Reported admin expense ratio · 2025
0.12%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Routeware, Inc. reported $11,800 in plan administrative expenses for 2025: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,608 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.06% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (539th of 1,021), and 8,535th of 13,661 in manufacturing. In 2025, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,579,734
Participants with balances179
Active participants158
Employer contributions$728,032
Employee contributions$1,410,668
Employer contribution per active participant$4,608
Average account balance$59,105
Benefits paid to participants$1,941,202
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$10.6M · 179 accts · $728K emplr
2024$8.3M · 184 accts · $580K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,250
Total administrative$11,800
The Routeware, Inc. 401(k) match · 2025
Employer contribution per active participant$4,608
Median for plans this size$1,464
2025$4,608 per active participant
2024$3,645 per active participant

Routeware, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE ANGELL PENSION GROUP INC · Contract administrator$4,300
MML INVESTORS SERVICES INCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2025$11,800 · 0.12%
2024$5,025 · 0.06%
Similar plansManufacturing · Oregon
Phoseon Technology Inc. OR$10.7M · 0.27%
Sheldon Manufacturing, Inc. OR$10.7M · 0.05%
Lanz Cabinet Shop, Inc. OR$10.6M · 0.84%
Blazer Industries, Inc. OR$10.5M · 0.67%
Vanguard Ems, Inc. OR$10.3M · 0.67%
Toyo Tanso USA, Inc. OR$10.2M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931314649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.