Plan Ledger DOL Form 5500 · updated monthly

Adelman Travel Systems, Inc.401(k)

ADELMAN TRAVEL SYSTEMS, INC. PROFIT SHARING 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Adelman Travel Systems, Inc. reported $30,222 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,678 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 2 years on file its reported administrative ratio rose from 0.20% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,118th of 1,936), and the 832nd of 2,534 in administrative & support services. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,528,946
Participants with balances202
Active participants166
Employer contributions$278,573
Employee contributions$875,508
Employer contribution per active participant$1,678
Average account balance$66,975
Benefits paid to participants$2,081,022
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 202 accts · $279K emplr
2023$12.7M · 208 accts · $264K emplr
2022$11.3M · 215 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,222
Total administrative$30,222
The Adelman Travel Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$1,678
Median for plans this size$2,416
2024$1,678 per active participant
2023$1,632 per active participant
2022$1,571 per active participant

Adelman Travel Systems, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$30,222
PPG RETIREMENT PLAN SERVICES · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$30,222 · 0.23%
2023$29,325 · 0.24%
2022$26,874 · 0.20%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Forward Service Corporation WI$22.1M · 0.47%
Salelytics, LLC WI$20.5M · 0.06%
Qps Employment Group, Inc. WI$12.3M · 0.58%
Edge One, LLC WI$9.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592247604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.