Plan Ledger DOL Form 5500 · updated monthly

Foretravel, Inc.401(k)

FORETRAVEL, INC. 401(K) RETIREMENT PLAN · NACOGDOCHES, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Foretravel, Inc. reported $16,026 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $196 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 0.30% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,330th of 5,688), and 11,792nd of 13,661 in manufacturing. In 2024, employees put in $4.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,900,592
Participants with balances112
Active participants183
Employer contributions$35,925
Employee contributions$165,400
Employer contribution per active participant$196
Average account balance$34,827
Benefits paid to participants$761,665
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, PC
Plan history2
Yearassets · accounts · employer contribution
2024$3.9M · 112 accts · $36K emplr
2022$3.7M · 73 accts · $34K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,322
Investment management$10,704
Total administrative$16,026
The Foretravel, Inc. 401(k) match · 2024
Employer contribution per active participant$196
Median for plans this size$1,313
2024$196 per active participant
2022$203 per active participant

Foretravel, 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 · 20242
BANCORPSOUTH BANK · Investment advisory (plan)$7,670
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,322

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

Administrative cost history2
2024$16,026 · 0.40%
2022$11,795 · 0.30%
Same employer
Similar plansManufacturing · Texas
Nt Window, Inc. TX$4.0M · 0.09%
Billmyr Enterprises Inc. TX$3.9M · 0.02%
Cowtown Redi-Mix, Inc. TX$3.9M · 0.99%
Chemicals, Incorporated. TX$3.9M · 0.15%
Madden Bolt Corporation TX$3.8M · 0.07%
Edsco Fasteners, LLC TX$3.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751285394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.