Plan Ledger DOL Form 5500 · updated monthly

Adtrav Corporation401(k)

ADTRAV CORPORATION 401(K) RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2025

Reported admin expense ratio · 2025
0.45%

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

Adtrav Corporation reported $37,527 in plan administrative expenses for 2025: 0.45% of average plan assets, below the peer median. Employer contributions averaged $83 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 3 years on file its reported administrative ratio rose from 0.14% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Alabama (493rd of 902), and the 1,078th of 2,534 in administrative & support services. In 2025, employees put in $38.77 for every $1.00 the employer contributed; active participation has grown from 232 to 268 since 2022.

Plan summary
Net assets, end of year$8,877,054
Participants with balances185
Active participants268
Employer contributions$22,134
Employee contributions$858,066
Employer contribution per active participant$83
Average account balance$47,984
Benefits paid to participants$1,084,445
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.9M · 185 accts · $22K emplr
2024$8.0M · 242 accts
2023$6.8M · 236 accts
2022$5.4M · 232 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$25,207
Investment management$12,320
Total administrative$37,527
The Adtrav Corporation 401(k) match · 2025
Employer contribution per active participant$83
Median for plans this size$1,464

Adtrav Corporation's 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom 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 · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$22,653
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$9,698
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · 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 history4
2025$37,527 · 0.45%
2024$10,055 · 0.14%
2023$1,748 · 0.03%
2022$8,534 · 0.14%
Same employer
Similar plansAdministrative & Support Services · Alabama
Guardian Credit Union AL$14.0M · 0.20%
Onin Staffing LLC AL$9.2M · 1.14%
E Group, LLC AL$6.4M · 0.34%
Landscape Workshop, LLC AL$6.3M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630730104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.