Plan Ledger DOL Form 5500 · updated monthly

Preferred Travel Group401(k)

PREFERRED HOTEL GROUP, INC. 401(K) PROFIT SHARING PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Preferred Travel Group reported $1,406 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,852 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 0.004% to 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,315th-largest of 9,483 plans among California employers on file, and the 3,589th of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 174 to 225 since 2022.

Plan summary
Net assets, end of year$36,091,207
Participants with balances294
Active participants225
Employer contributions$1,091,635
Employee contributions$2,525,566
Employer contribution per active participant$4,852
Average account balance$122,759
Benefits paid to participants$1,967,431
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.1M · 294 accts · $1.1M emplr
2023$30.0M · 278 accts · $930K emplr
2022$24.3M · 256 accts · $852K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,406
Total administrative$1,406
The Preferred Travel Group 401(k) match · 2024
Employer contribution per active participant$4,852
Median for plans this size$2,416
2024$4,852 per active participant
2023$4,558 per active participant
2022$4,899 per active participant

Preferred Travel Group's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,406
HIGHTOWER SECURITIES LLCindirect comp

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$1,406 · 0.00%
2023$1,306 · 0.00%
2022$956 · 0.00%
Same employer
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Walkme, Inc CA$36.3M · 0.04%
Gmto Corporation CA$36.2M · 0.05%
Realtimeboard Inc. CA$36.1M · 0.05%
Qvest.Us, LLC CA$36.0M · 0.03%
Robinson Mills & Williams CA$36.0M · 0.01%
Pubrec, LLC CA$35.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364411818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.