Plan Ledger DOL Form 5500 · updated monthly

Travel Incorporated401(k)

TRAVEL INCORPORATED RETIREMENT PLAN · DULUTH, GA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Travel Incorporated reported $10,050 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,496 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 0.042% to 0.037%. 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 690th-largest of 2,160 plans among Georgia employers on file, and the 467th of 2,534 in administrative & support services. In 2024, employees put in $4.02 for every $1.00 the employer contributed; active participation has grown from 208 to 252 since 2022.

Plan summary
Net assets, end of year$28,682,068
Participants with balances252
Active participants252
Employer contributions$377,026
Employee contributions$1,515,406
Employer contribution per active participant$1,496
Average account balance$113,818
Benefits paid to participants$2,737,831
Plan auditUnmodified (clean) audit opinion
AuditorRESJ, PC
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 252 accts · $377K emplr
2023$26.1M · 268 accts · $359K emplr
2022$22.7M · 240 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150
Audit (IQPA)$9,900
Total administrative$10,050
The Travel Incorporated 401(k) match · 2024
Employer contribution per active participant$1,496
Median for plans this size$2,416
2024$1,496 per active participant
2023$1,464 per active participant
2022$1,435 per active participant

Travel Incorporated'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 · 20243
RESJ, PC · Accounting / audit$9,900
MORGAN STANLEY SMITH BARNEYindirect 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$10,050 · 0.04%
2023$10,400 · 0.04%
2022$10,825 · 0.04%
Same employer
Similar plansAdministrative & Support Services · Georgia
Melrose North America, Inc. GA$31.9M · 0.00%
Tsg Cennox, LLC GA$27.4M · 0.74%
Flock Group Inc GA$25.2M · 0.11%
Intradiem, Inc. GA$22.7M · 0.03%
Esg Operations, LLC GA$22.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581347682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.