Civic Intelligence

Highroad Wealth Advisors LLC

Plan context: Highroad Wealth Advisors LLC 401(K) Plan

EIN 46-4802118 • Coos Bay, OR • 10 filings • 1 plans

170 S. 2nd Street, Suite 201Coos Bay, OR 97420
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,642,354

2025 Contributions

$175,200

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,642,354$1,321,177$0201420192025YearValue
$2,642,354Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201420192025YearValue
3Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$2,642,354$175,200$58,400iApproximate average salary by contribution assumption: employee only about $1,460,000 at 4% or $973,333 at 6%; with 50% employer match about $973,333 at 4% or $648,889 at 6%; with 100% employer match about $730,000 at 4% or $486,667 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-3$2,642,354$175,200$58,400iApproximate average salary by contribution assumption: employee only about $1,460,000 at 4% or $973,333 at 6%; with 50% employer match about $973,333 at 4% or $648,889 at 6%; with 100% employer match about $730,000 at 4% or $486,667 at 6%.
202413$2,017,775$172,568$57,523iApproximate average salary by contribution assumption: employee only about $1,438,067 at 4% or $958,711 at 6%; with 50% employer match about $958,711 at 4% or $639,141 at 6%; with 100% employer match about $719,033 at 4% or $479,356 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-3$2,017,775$172,568$57,523iApproximate average salary by contribution assumption: employee only about $1,438,067 at 4% or $958,711 at 6%; with 50% employer match about $958,711 at 4% or $639,141 at 6%; with 100% employer match about $719,033 at 4% or $479,356 at 6%.
202112$1,395,658$122,500$61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-2$1,395,658$122,500$61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%.
202013$1,130,414$120,500$40,167iApproximate average salary by contribution assumption: employee only about $1,004,167 at 4% or $669,444 at 6%; with 50% employer match about $669,444 at 4% or $446,296 at 6%; with 100% employer match about $502,083 at 4% or $334,722 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-3$1,130,414$120,500$40,167iApproximate average salary by contribution assumption: employee only about $1,004,167 at 4% or $669,444 at 6%; with 50% employer match about $669,444 at 4% or $446,296 at 6%; with 100% employer match about $502,083 at 4% or $334,722 at 6%.
201914$670,158$135,215$33,804iApproximate average salary by contribution assumption: employee only about $845,094 at 4% or $563,396 at 6%; with 50% employer match about $563,396 at 4% or $375,597 at 6%; with 100% employer match about $422,547 at 4% or $281,698 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-4$670,158$135,215$33,804iApproximate average salary by contribution assumption: employee only about $845,094 at 4% or $563,396 at 6%; with 50% employer match about $563,396 at 4% or $375,597 at 6%; with 100% employer match about $422,547 at 4% or $281,698 at 6%.
201814$443,807$141,050$35,263iApproximate average salary by contribution assumption: employee only about $881,563 at 4% or $587,708 at 6%; with 50% employer match about $587,708 at 4% or $391,806 at 6%; with 100% employer match about $440,781 at 4% or $293,854 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-4$443,807$141,050$35,263iApproximate average salary by contribution assumption: employee only about $881,563 at 4% or $587,708 at 6%; with 50% employer match about $587,708 at 4% or $391,806 at 6%; with 100% employer match about $440,781 at 4% or $293,854 at 6%.
201714$332,810$130,081$32,520iApproximate average salary by contribution assumption: employee only about $813,006 at 4% or $542,004 at 6%; with 50% employer match about $542,004 at 4% or $361,336 at 6%; with 100% employer match about $406,503 at 4% or $271,002 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-4$332,810$130,081$32,520iApproximate average salary by contribution assumption: employee only about $813,006 at 4% or $542,004 at 6%; with 50% employer match about $542,004 at 4% or $361,336 at 6%; with 100% employer match about $406,503 at 4% or $271,002 at 6%.
201614$186,452$71,731$17,933iApproximate average salary by contribution assumption: employee only about $448,319 at 4% or $298,879 at 6%; with 50% employer match about $298,879 at 4% or $199,253 at 6%; with 100% employer match about $224,159 at 4% or $149,440 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-4$186,452$71,731$17,933iApproximate average salary by contribution assumption: employee only about $448,319 at 4% or $298,879 at 6%; with 50% employer match about $298,879 at 4% or $199,253 at 6%; with 100% employer match about $224,159 at 4% or $149,440 at 6%.
201513$102,397$71,248$23,749iApproximate average salary by contribution assumption: employee only about $593,733 at 4% or $395,822 at 6%; with 50% employer match about $395,822 at 4% or $263,881 at 6%; with 100% employer match about $296,867 at 4% or $197,911 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-3$102,397$71,248$23,749iApproximate average salary by contribution assumption: employee only about $593,733 at 4% or $395,822 at 6%; with 50% employer match about $395,822 at 4% or $263,881 at 6%; with 100% employer match about $296,867 at 4% or $197,911 at 6%.
201413$33,628$33,678$11,226iApproximate average salary by contribution assumption: employee only about $280,650 at 4% or $187,100 at 6%; with 50% employer match about $187,100 at 4% or $124,733 at 6%; with 100% employer match about $140,325 at 4% or $93,550 at 6%.
Highroad Wealth Advisors LLC 401(K) Plan-3$33,628$33,678$11,226iApproximate average salary by contribution assumption: employee only about $280,650 at 4% or $187,100 at 6%; with 50% employer match about $187,100 at 4% or $124,733 at 6%; with 100% employer match about $140,325 at 4% or $93,550 at 6%.