Plan Ledger DOL Form 5500 · updated monthly

Corporate Travel Management North America, Inc.401(k)

CTM NORTH AMERICA 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Corporate Travel Management North America, Inc. reported $139,811 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,715 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 0.08% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 53rd-largest of 565 plans among Nebraska employers on file, and the 148th of 2,534 in administrative & support services. In 2024, employees put in $3.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,013,428
Participants with balances1,583
Active participants1,203
Employer contributions$2,062,941
Employee contributions$6,405,100
Employer contribution per active participant$1,715
Average account balance$72,655
Benefits paid to participants$19,335,351
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ
Plan history3
Yearassets · accounts · employer contribution
2024$115.0M · 1,583 accts · $2.1M emplr
2023$111.7M · 1,637 accts · $1.6M emplr
2022$98.5M · 1,656 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,686
Investment management$51,125
Total administrative$139,811
The Corporate Travel Management North America, Inc. 401(k) match · 2024
Employer contribution per active participant$1,715
Median for plans this size$3,635
2024$1,715 per active participant
2023$1,249 per active participant
2022$1,068 per active participant

Corporate Travel Management North America, Inc.'s 2024 employer contribution ran below the $3,635 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$88,686
CREATIVE PLANNING HOLDCO LLC · Investment management$51,125

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$139,811 · 0.12%
2023$142,157 · 0.14%
2022$89,119 · 0.08%
All plans at this employer2
TRAVEL AND TRANSPORT, INC. PROFIT SHARING PLAN AND TRUSTESOP
CTM NORTH AMERICA 401(K) PLAN401(k)
Same employer
Similar plansAdministrative & Support Services · Nebraska
Medical Solutions, L.L.C. NE$496.2M · 0.14%
Fusion Medical Staffing LLC NE$77.5M · 0.81%
Triage, LLC NE$73.7M · 0.49%
Pando LLC NE$38.3M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470355040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.