Plan Ledger DOL Form 5500 · updated monthly

Pleasant Travel Service401(k)

PLEASANT TRAVEL SERVICE SALARY SAVINGS PLAN · NEWBURY PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Pleasant Travel Service reported $8,576 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,504 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 0.048% to 0.050%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 4,023rd-largest of 9,483 plans among California employers on file, and the 348th of 2,240 in accommodation & food services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 98 to 163 since 2022.

Plan summary
Net assets, end of year$17,214,232
Participants with balances162
Active participants163
Employer contributions$245,131
Employee contributions$441,376
Employer contribution per active participant$1,504
Average account balance$106,261
Benefits paid to participants$2,173,585
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 162 accts · $245K emplr
2023$17.0M · 173 accts · $230K emplr
2022$15.6M · 184 accts · $227K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,098
Investment management$3,478
Total administrative$8,576
The Pleasant Travel Service 401(k) match · 2024
Employer contribution per active participant$1,504
Median for plans this size$2,416
2024$1,504 per active participant
2023$2,251 per active participant
2022$2,321 per active participant

Pleasant Travel Service'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
J P MORGAN BROKER-DEALER · Investment advisory (plan)$3,478

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$8,576 · 0.05%
2023$7,161 · 0.04%
2022$8,354 · 0.05%
Same employer
Similar plansAccommodation & Food Services · California
Ovis LLC CA$18.7M · 0.62%
Krm, Inc. CA$18.2M · 0.02%
Sun Hill Properties, Inc. CA$16.9M · 0.66%
Burning Man Project CA$16.5M · 0.01%
Quechan Indian Tribe CA$16.4M · 0.90%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952222689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.