Plan Ledger DOL Form 5500 · updated monthly

Bowlin Travel Centers, Inc.401(k)

BOWLIN TRAVEL CENTERS, INC. 401(K) PROFIT SHARING PLAN · ALBUQUERQUE, NM · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Bowlin Travel Centers, Inc. reported $1,500 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $555 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 fell from 0.14% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Mexico (202nd of 290), and 4,072nd of 5,215 in retail trade. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 131 to 163 since 2022.

Plan summary
Net assets, end of year$3,941,179
Participants with balances108
Active participants163
Employer contributions$90,432
Employee contributions$188,269
Employer contribution per active participant$555
Average account balance$36,492
Benefits paid to participants$173,106
Plan auditUnmodified (clean) audit opinion
AuditorSEMPLE, MARCHAL & COOPER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 108 accts · $90K emplr
2023$3.4M · 99 accts · $86K emplr
2022$3.5M · 94 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$803
Trustee / custodial$645
Total administrative$1,500
The Bowlin Travel Centers, Inc. 401(k) match · 2024
Employer contribution per active participant$555
Median for plans this size$1,313
2024$555 per active participant
2023$589 per active participant
2022$863 per active participant

Bowlin Travel Centers, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BOKF, N A · Custodial (securities) · Trustee$1,500

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$1,500 · 0.04%
2023$1,073 · 0.03%
2022$5,428 · 0.14%
Similar plansRetail Trade · New Mexico
Afc Acquisition Corp NM$5.7M · 0.07%
Ziems Ford Corners, Inc. NM$4.3M · 0.92%
Borman Motor Company LLC NM$4.2M · 0.03%
Bell Gas, Incorporated NM$1.3M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850473277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.