Plan Ledger DOL Form 5500 · updated monthly

Travcorp USA, Inc.401(k)

TRAVCORP USA 401(K) SAVINGS & RETIREMENT PLAN · CYPRESS, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Travcorp USA, Inc. reported $52,744 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,051 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 0.22% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,464th-largest of 9,483 plans among California employers on file, and the 419th of 2,534 in administrative & support services. In 2024, employees put in $5.24 for every $1.00 the employer contributed; active participation has grown from 399 to 489 since 2022.

Plan summary
Net assets, end of year$33,641,513
Participants with balances660
Active participants489
Employer contributions$513,812
Employee contributions$2,690,830
Employer contribution per active participant$1,051
Average account balance$50,972
Benefits paid to participants$2,891,647
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 660 accts · $514K emplr
2023$28.5M · 618 accts · $438K emplr
2022$24.3M · 579 accts · $402K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,932
Investment management$9,197
Audit (IQPA)$6,615
Total administrative$52,744
The Travcorp USA, Inc. 401(k) match · 2024
Employer contribution per active participant$1,051
Median for plans this size$2,416
2024$1,051 per active participant
2023$994 per active participant
2022$1,006 per active participant

Travcorp USA, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,932
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,197
MOSS ADAMS LLP · Accounting / audit$6,615

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$52,744 · 0.17%
2023$34,438 · 0.13%
2022$57,670 · 0.22%
Same employer
Similar plansAdministrative & Support Services · California
Medpoint Management, Inc. CA$34.9M · 0.41%
Rfi Enterprises, Inc. CA$34.8M · 0.32%
Kimberlite Corporation CA$34.8M · 0.01%
Roth Staffing Companies, LP CA$29.6M · 0.55%
West Coast Arborists, Inc. CA$27.9M · 0.51%
Wmbe Payrolling Inc CA$25.9M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202343185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.