Plan Ledger DOL Form 5500 · updated monthly

Holiday Companies, Inc.401(k)

HOLIDAY TOURS 401(K) PLAN · RANDLEMAN, NC · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Holiday Companies, Inc. reported $2,459 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $616 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in North Carolina (1,815th of 2,005), and 2,178th of 2,677 in transportation & warehousing. In 2022, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,651,929
Participants with balances73
Active participants92
Employer contributions$56,672
Employee contributions$137,805
Employer contribution per active participant$616
Average account balance$22,629
Benefits paid to participants$359,856
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,459
Total administrative$2,459
The Holiday Companies, Inc. 401(k) match · 2022
Employer contribution per active participant$616
Median for plans this size$1,114

Holiday Companies, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,459 · 0.13%
Similar plansTransportation & Warehousing · North Carolina
Hardy Brothers, Inc. NC$2.6M · 0.07%
Swing Transport Inc NC$1.9M · 0.14%
W.L.A., Inc. NC$1.7M · 0.46%
Kerns Trucking, Inc. NC$1.2M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202387529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.